This episode is focused on content for financial advisors. Investors, stay tuned for an upcoming episode where Michelle looks at the 2023 Retirement Report with an investor’s perspective.  For 18 years now, Fidelity has been surveying Canadians about their retirement plans and preparedness. Year over year a main takeaway is the value of a written retirement plan. Today we’ll unpack which highlights and trends stood out this year, relative to prior surveys, including the affects that a rising cost of living, market uncertainty, inflation, and more, have on retirement preparedness. Host Kelly Roberts is joined by the authors of the report, Peter Bowen, VP, Tax and Retirement Research, and Michelle Munro, Director, Tax and Retirement Research. If you would like to receive your own copy of the report, please head to https://go.fidelity.ca/retirement

Recorded on June 15, 2023.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

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