Anatomy of Advice

A look at the nature of advice across financial services and the kinds of services people seek out.

Deposit insurance & Older Canadians

An integrated look at deposit insurance and life stages, that identifies why deposit insurance matters for older Canadians.

Implementation Issues: Improving Financial Literacy Programs

This was an invited paper delivered at the International Forum for Investor Education Annual Conference in Rio de Janeiro in June 2017. The paper addresses challenging issues for small programs in establishing their value and enhancing the value without big spending.

Advisor Compensation & Investor Outcomes

A presentation summarizing key findings of our study and their implication for the future. Part of the Wealth & Retirement Conference of the Canadian Life & Health insurers Association, November 2016.

A Cost-Effective Strategy for Building a Financial Literacy Program - Part II

This presentation focuses on four fundamental issues: Managing priorities, Getting information, Safe Partnering; and Dealing with disruption.

Advisor Compensation & Investor Outcomes, OSC Speaker Series

A presentation summarizing and explaining the key findings of our study on Advisor Compensation. Part of the OSC Speaker Series delivered in February 2016.

Financial Life Stages of Older Canadians - IFIC Leadership Conference

A presentation of the key findings focusing on what matters for investment funds. Part of the October 2015 IFIC Leadership Conference.

A Cost-Effective Approach to Building Financial Literacy

Mutual Fund Fee Research

Financial Life Stages of Older Canadians

Retirement Study: Dreams & Reality [Public Version of Report]

The Financial Services Sector Ecosystem

Investor Risk, Behaviour & Beliefs [Executive Summary & Infographics]

Roles for the Private Sector in Financial Capability/Investor Education Initiatives

International Forum for Investor Education [Webinar]

Opportunities in the Insurance Industry

Exempt Market Study on Crowdfunding

Advisor Views on Market Quality

Reliance on Home Equity for Retirement Income

Designing an Effective Program Logic Model to Support Effective Evaluations [Presentation]

Investor Education & Financial Behaviour Conference, Rio de Janeiro

Finding Opportunities to Change Behaviour [Presentation]

Investor Education & Financial Behaviour Conference, Rio de Janeiro

Investor Education: The Working Years [Presentation]

IFIE-IOSCO Global Financial Education Conference, Toronto

Investor Decision-Making (and Advisor Relationships)

Investor Behaviour: A Few Simple Truths [Presentation]

Mutual Fund Dealers Association

Communicating with Investors [Presentation]

Professional Association for Investment Communications Resources

Youth Financial Literacy Survey

Long-Term Issues in Client-Advisor Relationships

Focus Groups with Retail Investors on Investor Rights and Protection

Investor Issues [Audio – Panel]

OSC Dialogue Conference

Performance Reporting and Cost Disclosure

Investor Knowledge: A Study of Financial Literacy

Best Practices in Examinations: A Brief Look [Presentation]

Canadian Insurance Services Regulatory Organizations (CISRO)

Insights into the Canadian Investor: Demand-Based Investor Education [Presentation]

Investment Funds Institute of Canada [IFIC]

Learning and Key Events for Age 20-34 [Executive Summary]

Learning and Key Events for Age 35+ [Executive Summary]

Future of the Public Sector in Canada [Public Executive Summary for Healthcare]

Future of the Public Sector in Canada [Public Executive Summary for Federal & Provincial Government ]

Future of the Public Sector in Canada [Public Executive Summary for Municipalities]

Future of the Public Sector in Canada [Public Executive Summary for Public Education (K-12)]

Future of the Public Sector in Canada [Public Executive Summary for Post-Secondary Education]

Impact of Financial Institution Mergers [Executive Summary]

Standards of Exam Administration – LLQP

Breaking Down Barriers: Learning About Investing

OSC Dialogue Conference

Can Local Banks Compete in a Global Market? [Invited Article]

Asian Banking Journal

Asian Bank Relationships [Invited Article]

International Finance & Treasury