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Company: Edward Jones

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Multiple shifts occurred across various market segments

Three generation of women on a sofa

Some want to see loved ones enjoy their inheritance, while others are motivated by financial need

client meeting

Emergencies would negatively impact most people's finances

man using laptop

Online education also provides opportunity for prospecting

Three generation of women on a sofa

Three-quarters of Gen Xers said they have financial concerns

Businessman drowning in the sea and asks for help

The BDO report says 27% of Canadians don't have enough for their daily needs

Worried couple looking at stock market ticker

This is the first decline in customer satisfaction since 2008, J.D. Powers reports

  • By: IE Staff
  • April 15, 2019 October 31, 2019
  • 13:34
39174258 - man calculates money. piggy bank and business documents on desk

Edward Jones said Canadians should be paying as much attention to reducing or eliminating debt

  • By: IE Staff
  • March 25, 2019 October 17, 2019
  • 11:12
Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

Income expectations vary by age

Top taxfilers see incomes rise

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