This report examines the potential issues faced by senior investors around the world and how these can affect their interactions with financial services.
Research
MISSING OUT: Report and Resources
Top reasons non-investor millennials gave for avoiding investing included having other financial priorities, not having enough income or savings, not knowing enough about investing, and concerns about losing money in the markets.
MISSING OUT: Millenials and the Market
The savings and investment
decisions that millennials make will have significant implications not only for themselves, but also for Ontario’s capital markets and its economy.
Investing as we age
This survey aims to better understand the financial knowledge, attitudes and behaviours of Ontarians who are 45 years or older or approaching this demographic.
Home equity as a source of retirement income survey
According to a survey conducted for the Investor Education Fund, Canadians are not saving enough for retirement.
Investor risk, behaviour and beliefs
This report provides a compelling look at how Canadians handle – or don’t handle – risk, emotion, financial loss and decision-making when it comes to their investments.
Financial Life Stages of Older Canadians
This national study identifies the top financial concerns of older Canadians, particularly as they relate to retirement planning and living.
Retirement Readiness: Canadians 50+
Seniors are an extremely important and growing segment of investors whose needs and issues demand attention. In June 2016 the Investor Office commissioned a national study of Canadians 50 years of age or older on pre- and post-retirement planning.
Behavioural insights: key concepts, applications, and regulatory considerations
Behavioural insights recognize how people actually behave versus traditional economic and market theory of people as rational actors.