Investment Suitability in Canada: New Research Explores a Changing Landscape

The Financial Wellness Lab is pleased to share a new research study, developed in collaboration with Ortec Finance, that explores the evolving landscape of investment suitability in Canada.

The study examines how financial institutions are responding to regulatory changes and rising expectations around client care, risk assessment, and personalized financial advice. It offers timely insights into how data-driven approaches can help firms better align their services with the needs of Canadian investors.

You can read the full blog post on Ortec Finance’s website here:

Investment Suitability in Canada: Navigating the Evolving Regulatory Environment

Stay tuned for more updates as the Financial Wellness Lab continues to explore research at the intersection of data, policy, and financial wellbeing.