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See the value in a written retirement plan.

Sign up to download the 2026 Fidelity Retirement Report.

For more than 20 years, Fidelity has been helping Canadians understand, plan for and feel confident about retirement. Each year brings new challenges and new opportunities, yet one thing remains constant: Canadians want clarity, stability and a sense of control over their futures.


This year, we see a striking resilience in Canadians’ long-term outlooks. Even as global headlines shift, overall sentiment about retirement remains steady. What our research consistently shows is that optimism doesn’t come from the news cycle; it comes from preparation. Canadians who stayed the course in 2025 were rewarded by strong markets, reminding us that disciplined planning can provide reassurance, even in unsettling times.


Here are some of the highlights:

  • Regardless of the headlines, the value of financial advice and planning persists.
  • 94% of retirees with both a financial plan and an advisor felt financially prepared for retirement, compared to 68% without either.
  • The gap is even larger among pre-retirees. 86% with a written financial plan and an advisor feel financially prepared for retirement, compared to 41% without either.

Source: The 2026 Fidelity Retirement Report.


Please fill out the form to receive the report and insights on how you can better prepare for retirement. If you are a financial advisor, log in to access more information.

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Views expressed regarding a particular company, security, industry or market sector are the views only of that individual as of the time expressed and do not necessarily represent the views of Fidelity or any other person in the Fidelity organization. Such views are subject to change at any time based upon markets and other conditions, and Fidelity disclaims any responsibility to update such views. These views may not be relied on as investment advice and, because investment decisions for a Fidelity Fund are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Fidelity Fund.

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