Golfdale Consulting

Canadian Financial Security Monitor

Primerica's 2019 Financial Security Scorecard reveals a lack of financial preparedness among middle-income Canadians, with not saving enough for retirement topping the list of concerns,

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Primerica’s Monitor provides a detailed snapshot of middle-income Canadians financial preparedness, habits, and concerns. It revealed that only one-third of respondents feel confident in their understanding of general financial concepts such as budgeting, saving, and investing. Those who have met with a financial
professional showed stronger financial knowledge and preparedness based on the Monitor’s Financial Security Scorecard.

Not surprisingly, when given the choice between meeting with a licensed professional in-person or doing their own online research to make a major financial decision, the majority (64%) of participants would choose to talk with a professional.

Read coverage of the report received here and here as well as featured in a presentation to the Economic Club of Canada.

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