Consumer Views of Financial Planning
A large-scale survey of mid-upper income households identified their needs for financial planning, their understanding of what is currently available and the gaps in service. Barriers to using a planner were discussed including cost and convenience of access. A complementary study identified consumer needs for financial planning by analyzing the content of articles/books that people choose to read on planning, in order to ensure that training of financial planners covered issues of key importance to consumers. A later study identified the questions that people have about financial planning and helped identify information and educational material that could meet their concerns.

Selling Insurance in the Women’s Market
In addition to women purchasing insurance in their own right, women are chief or co-equal decision-makers in three-quarters of Canadian households. This study looks at how women make purchase decisions about insurance and investment products sold by life insurers. The aim was to tailor strategies appropriate for different styles of decision-making.

Consumer Buying of Online Financial Services
A large scale survey of mid-upper income consumers identified there current use of the Internet for buying financial services and seeking out information about products. The overall study looked at demographic and psychographic predictors of channel preference, but focused on the revenue potential of online buyers and how it could be captured.

Market for Group Mortgage Assistance Plans
This study was to make a quick go/no-go decision on providing group mortgage assistance plans. Using statistics from government and other sources, we estimated market size and access on the part of our client. The result focused on whether the market was large and profitable enough to meet the investment threshold of our client.