Today we welcome a special guest, Carlos Cardone, Senior Managing Director, Investor Economics. Carlos and host Kelly Roberts discuss trends that could shape the Canadian wealth management industry in 2021 and beyond. Carlos and his team produce research on the wealth management industry. They study past data, in addition to trends that could shape the industry in the future, and Carlos will unpack what we saw in 2020. Today’s discussion also includes findings on savings rates, young investor trends, and how the 2021 RRSP season set investing records.
Recorded on March 23, 2021.