Inside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro

🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be Okay?’" In this episode of Insight is Capital, we're joined by Sam Febbraro, Executive Vice President of Wealth Solutions at Canada Life and President & CEO of Canada Life Investment Management. With fresh insights from Canada Life’s 2025 Abacus Data survey in hand, Sam offers a compelling look at how Canadians are thinking about their investments, what’s driving client confidence (and where it breaks down), and why the role of the advisor has never been more important—or more human. 📝 Summary Sam Febbraro reveals how today’s investors are navigating a complex web of economic uncertainty, inflation pressures, and shifting priorities. It’s no longer just about performance—it’s about resilience, safety, and purpose. Drawing on the latest investor sentiment data, Sam explains why financial advisors must evolve from product-focused strategists to trusted navigators and educators. He outlines the power of segregated funds to deliver peace of mind and estate efficiency, underscores the importance of bridging the financial literacy gap, and calls on advisors to boldly articulate their value in a post-CRM3 world. 💡 Key Takeaways:

⏱️ Chapters: 00:00 – Opening quote: Scarcity vs. Precarity 01:40 – Meet Sam Febbraro: His role and perspective at Canada Life 03:10 – Key findings from the 2025 Abacus Data survey 04:20 – Why ROI isn’t enough: Rise of “Return on Life” 05:05 – Seg funds as guardrails: What clients are responding to 07:10 – Estate planning, resets, and creditor protection 08:20 – Tackling barriers to investing: Knowledge and confidence gaps 09:30 – What Canadians really want to understand about investing 11:00 – The importance of slowing down and teaching financial basics 12:10 – Talking about fees: Transparency, value, and trust 13:30 – The hidden superpower of the advisor: holistic planning 15:40 – CRM3 and the opportunity to reaffirm advisor value 16:40 – Why advisors are like a Board of Directors for families 17:10 – Safety, control, and purpose: The deeper investor needs 18:30 – Financial planning in an era of economic unease 20:00 – Advisors as calming voices in turbulent times 21:00 – Final thoughts: “Never forget the value you bring”

📌 #ValueOfAdvice, #SegregatedFunds, #InvestorConfidence, #FinancialPlanning, #CanadaLife