Changing Face of Wealth Study

The primary purpose of the poll was to provide an introspective look at the High Net-Worth (HNW) Canadian market place. This poll was conducted based on a sample of 459 Canadians adults who have $1M+ in investable assets and at least share in the financial decision making process.

The research covers topics such as:

Changing face wealth
Source of wealth
A comparison of HNW Canadians' financial behaviour over the past few years

Read the key findings (101 KB - PDF)

Estate and Trust Planning Research Study

This study explores Canadians' knowledge and awareness of estate and trust planning. The survey was conducted based on a sample of 1002 Canadians, age 45+, that currently hold investable assets (including real estate) of $500, 000 or more.

Topics of the study include:

Knowledge and awareness of wills and power of attorney
Knowledge of an executor of a will
Will preparation and review

Read the key findings (503 KB - PDF)

Guardianship Survey Results

This report addresses concerns and issues connected with appointing a legal guardian. The survey was completed in online panel, with a sample of 374 Canadians with minor children.

Topics of the report include:

Important factors when choosing a guardian
Guardians and executors
Discussions when appointing a guardian

Read the key findings (594 KB - PDF)