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Across several provinces and territories in Canada, June is designated as Seniors’ Month. As more and more baby boomers mature, this demographic represents a rapidly growing segment of the population.


The “Client Relationship Model” (CRM) is a series of initiatives that touch on every aspect of the relationship between investors and participants (including dealers and advisors) in the investment industry.


To better understand the attitudes and opinions of Canadian mutual fund holders, the Investment Funds Institute of Canada (IFIC) commissioned independent research firm Pollara to conduct a national study.