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Financial Services Market Research

Mintel's financial services market research reports are a sound investment in the fast-moving world of money. From savings to loans, pension planning to equity release, our research and analysis gives you detailed data on every market segment and unrivalled insight into how consumers choose and buy financial services - today and tomorrow. It's money in the bank.

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10 Item(s)
  1. Exchange Traded and Mutual Funds - Canada - September 2019

    • Consumer Report
    • September 2019
    • Canada

    “ETFs continue to grow in popularity as more investors buy into the concept of low cost, passive investing. While the affluent have embraced ETFs, the mass affluent segment is still relatively untapped.”

    – Sanjay Sharma, Senior Financial Services Analyst

    This report examines the ...

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  2. Retirement Planning - Canada - May 2018

    • Consumer Report
    • May 2018
    • Canada

    “Women are less confident about their retirement finances so messaging centred on emotional connections to money will likely resonate with them and encourage them to be proactive about retirement planning.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This report looks at ...

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  3. Investment Products - Canada - January 2018

    • Consumer Report
    • January 2018
    • Canada

    “Socially responsible investing may be undergoing a rebirth as progressive segments of the population evince a greater interest in ethical screening of investments”
    – Sanjay Sharma, Senior Financial Services Analyst

    This Report discusses the following key topics:

    • One in 20 ...
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  4. Wealth Advisory Services - Canada - December 2017

    • Consumer Report
    • December 2017
    • Canada

    “Old is gold when it comes to wealth with over-65s being the most affluent and having the highest ownership of investments.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This Report discusses the following key topics:

    • Around half of Canadians have a TFSA and/or an RRSP
    • Around ...
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  5. Saving and Investing for Children - Canada - March 2017

    • Consumer Report
    • March 2017
    • Canada

    “Making Personal Financial management tools more appealing and useful might be a helpful stimulus to motivate parents to save small amounts regularly to enhance RESP contributions.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This Report discusses the following key topics:

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  6. Affluent/Mass Affluent Investing and Banking - Canada - November 2016

    • Consumer Report
    • November 2016
    • Canada

    “Financial advisors serving the affluent must not only develop a wider range of skills but also understand their attitudinal differences such as those related to risk perception and charitable giving.”
    – Sanjay Sharma, Senior Financial Services Analyst

    This report examines the ...

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  7. Consumers and Financial Advice - Canada - May 2016

    • Consumer Report
    • May 2016
    • Canada

    “The introduction of CRM2 and the rise of digital advice channels (including robo-advisory services) are two major forces that are likely to have a significant impact on the financial advisory industry in Canada in the coming years.”
    – Sanjay Sharma, Senior Financial Services ...

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  8. Savings and Investments - Canada - January 2015

    • Consumer Report
    • January 2015
    • Canada

    “Devising innovative incentive schemes is the key to encouraging product consolidation and achieving the Holy Grail of increasing customer wallet share in the savings and investments marketplace.”

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  9. Retirement Planning - Canada - August 2014

    • Consumer Report
    • August 2014
    • Canada

    "The financial industry needs to go beyond projecting retirement dollar amounts and offer solutions that include effective decumulation strategies and more customized long-term insurance products that are aligned to government health care coverage."

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  10. Canadian Savings and Investing - January 2014

    • Consumer Report
    • January 2014
    • Canada

    “Saving money and eliminating debt are increasingly important, and institutions with the best tools to help people achieve their goals will come out ahead. Firms can’t forget that the ‘personal touch’ will also go a long way toward creating satisfied customers.” – Robyn ...

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10 Item(s)