Almost half of Canadian Gen-Z investors are confident in their ability to reach their financial goals
Use these tips to meet their expectations
Three-quarters of Gen Xers said they have financial concerns
Regulator to look at consumers' shifting financial needs in the years ahead
Many are seeking tools to help them invest smarter
Millennials expect an even greater difficulty than their older counterparts
More than three-quarters of Xennials say they will either start contributing, or contributing more, toward their retirement savings in the next five years
Although the majority of younger Canadians had comparable income to their parents at 30 years of age, economic conditions accounted for variations over time
Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program
Research indicates that age and personality types have a significant impact on how clients learn about investments and financial services