92% of active investors held steady or increased their investments during the pandemic!
 
 

 

 

 

 

Robo-advising Online investing

The new buzz?

 
 

Robo advising and online investing may be changing how professionals invest their money. Where are they putting their money? How are traditional investments faring?


Keep reading for exclusive finance trends from our panel of business professionals.

 
 
 
 

More than half of all professionals are active investors, including 56% of High-Income Professionals.

Data among Canadian Respondents

 
 

Most active investors are experienced investors. 9 in 10 started investing 3+ years ago.

Data among Canadian Respondents

 
 

Data among Canadian Respondents

 
 

Individual Stocks, Mutual Funds, and ETF's are the most popular products investors hold.

Data among Canadian Respondents

 
 

92% of active investors kept their investments steady or increased their investments during the pandemic.

Data among Canadian Respondents

 

                    Data among US and Canadian Respondents

 
 

         Professionals who are not active investors are considering investing in products such as

         Mutual Funds and Individual Stocks in the next 6-12 months.

 
 

                    Data among US and Canadian Respondents

 
 

3 in 4 investors use online brokers with Wealthsimple and TD Direct Investing the most popular firms. 

Data among Canadian Respondents

 
 

The majority of professionals are satisfied with their primary bank. RBC is the primary bank for more than 1 in 3 professionals. 

Data among Canadian Respondents

 
 

Low Fees and Mobile and Online Access are the most common reasons people chose their primary bank.

Data among Canadian Respondents

 
 

Confidence in the overall business climate remains steady.

Business Confidence: How confident are you with the current state of your business? [Average score based on a 1-10 scale with 10 being the highest confidence]

Job Security: How confident do you feel about your job security? [Average score based on a 1-10 scale with 10 being the highest confidence]

Business climate: Do you feel the business climate is getting better? [Average score based on a 1-10 scale with 10 being “Getting Better”]

 
 

Confidence among finance, tech, and media professionals is steadily on the rise.

Business climate: Do you feel the business climate is getting better? [Average score based on a 1-10 scale with 10 being “Getting Better”]

 
 
 
 

 

 

 

 
 

OFFICE PULSE TRIVIA

WHICH FEMALE MUSICIAN HAS THE HIGHEST NET WORTH IN THE WORLD?

 
 
 

  

 

 

 

 
 
 
 
 

About Us

 
 
 
 
 

Captivate Office Pulse research offers marketers timely insights from a proprietary panel of business professionals, managed by our partners at Alida. The Office Pulse panel of more than 8,000 influential consumers and business decision makers includes C-level executives, millennials, middle management, small business owners, working women and working moms.

 
 
 

Contact Us

 
 
 
 
 
Kavita Chan
Research Director
KChan@captivate.com

 

 
 

WATCH CAPTIVATE ANYWHERE

 
 
 
 
 
Click Here
 

REFER A FRIEND!

 
 
 
 
 
Click Here
 
 
 
 

AUGUST TRIVIA RESULTS: After___, Coffee Is The Most Sought After Commodity In The World. [Sugar, Oil, Gold, Water] The correct answer is Oil!

 

501 7th Avenue, Suite 210 • New York, NY 10018 • United States • Click here to unsubscribe.