Research & reports

This research report that identifies behaviourally informed ways that government, regulators, employers, and financial institutions can encourage retirement planning.

Canadians aged 18-34 are the most likely to believe their standard of living will increase in retirement, despite being the least likely to have started saving for retirement of any age group.

Millennials face barriers when attempting to learn more about or start investing, as well as tactics for addressing these barriers.

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.

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.

This survey aims to better understand the financial knowledge, attitudes and behaviours of Ontarians who are 45 years or older or approaching this demographic.

This report examines the potential issues faced by senior investors around the world and how these can affect their interactions with financial services.

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.

This national study identifies the top financial concerns of older Canadians, particularly as they relate to retirement planning and living.