CUSMA Review Sparks Client Trade Concerns Among Canadian Advisors
Event summary
- 47% of financial advisors report clients raising concerns about trade policy and tariffs ahead of CUSMA review (June 11, 2026 poll).
- Top client concerns: rising costs from tariffs (63%), market volatility (43%), job security (24%).
- Highest concern regions: Alberta (61%), Quebec (54%), Atlantic Canada (48%).
- Key sectors affected: manufacturing (55%), energy (38%), agriculture (32%).
- Advisors focus on long-term planning, diversification, and stress-testing portfolios against trade scenarios.
The big picture
Trade uncertainty has transitioned from political negotiations to personal finance concerns for Canadian investors. With $418 billion in AUM (as of June 22, 2026), Fidelity Investments Canada's findings highlight how geopolitical risks are driving demand for disciplined financial advice. The CUSMA review represents a critical inflection point where trade policy could significantly alter market dynamics and household financial planning strategies.
What we're watching
- Trade Policy Impact
- How CUSMA review outcomes will affect client portfolios and regional economies.
- Advisor Strategies
- Whether current advisor approaches to diversification and stress-testing prove effective in volatile trade environments.
- Younger Investors
- The pace at which geopolitical uncertainty shapes long-term investment behaviors among younger Canadians.