Systelos is Officially Out of “Stealth Mode”

Systelos is Officially Out of “Stealth Mode” - blog-placeholder-purple

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A new survey finds Canadians love their investment advisors – but not enough to introduce them to the family. The study by Environics for wealth management firm Systelos also shows a wide gap in understanding between clients and advisors.

Here are some of the key findings:

  • 94 per cent of investors consider themselves loyal – or at least not disloyal – to their investment advisors.
  • 12 per cent have actually fired an investment advisor.
  • Only 47 per cent would recommend them to family members

The survey is intended to highlight the disconnect between what investors expect from advisors and the service that advisors provide.

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