Multiple shifts occurred across various market segments
Some want to see loved ones enjoy their inheritance, while others are motivated by financial need
Emergencies would negatively impact most people's finances
Online education also provides opportunity for prospecting
Three-quarters of Gen Xers said they have financial concerns
The BDO report says 27% of Canadians don't have enough for their daily needs
This is the first decline in customer satisfaction since 2008, J.D. Powers reports
Edward Jones said Canadians should be paying as much attention to reducing or eliminating debt
Income expectations vary by age
Those who do plan to leave an inheritance hope it will provide a significant contribution to the inheritor’s financial future, Edward Jones survey finds