Inside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro
Description
đŻ "Investors Arenât Just Asking âWill I Have Enough?ââTheyâre Asking âWill I Be Okay?â"
In this episode of Insight is Capital, we're joined by Sam Febbraro, SVP of Wealth Solutions at Canada Life and President & CEO of Canada Life Investment Management Ltd.. With fresh insights from Canada Lifeâs 2025 Abacus Data survey in hand, Sam offers a compelling look at how Canadians are thinking about their investments, whatâs driving client confidence (and where it breaks down), and why the role of the advisor has never been more importantâor more human.
đ Summary
Sam Febbraro reveals how todayâs investors are navigating a complex web of economic uncertainty, inflation pressures, and shifting priorities. Itâs no longer just about performanceâitâs about resilience, safety, and purpose. Drawing on the latest investor sentiment data, Sam explains why financial advisors must evolve from product-focused strategists to trusted navigators and educators. He outlines the power of segregated funds to deliver peace of mind and estate efficiency, underscores the importance of bridging the financial literacy gap, and calls on advisors to boldly articulate their value in a post-CRM3 world.
đĄ Key Takeaways:
đ #ValueOfAdvice, #SegregatedFunds, #InvestorConfidence, #FinancialPlanning, #CanadaLife
United States
