Français

See the value in a written retirement plan.

Sign up to download our 2023 Fidelity Retirement Report.

For 18 years, Fidelity has been surveying Canadians about their retirement plans and preparedness. What insight stands out each year? The value of a written retirement plan and professional advice.

With rising inflation, interest rates hikes and market volatility, Canadians are facing challenges that are affecting retirement plans and their feelings of preparedness. Download the 2023 report to learn more about how Canadians are faring and the steps you can take to help you feel better prepared as you navigate your path to – or in – retirement.

Here are some of the highlights:

  • Canadians feel less financially prepared for retirement this year compared with previous years.
  • The rising cost of living remains the most common reason holding Canadians back from retiring when they would like to.
  • Having a written financial plan boosts Canadians’ financial, emotional, social and physical wellness.
  • 82% of Canadians with a written retirement plan worked with a
    financial advisor.
  • And much more.

Source: The 2023 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.

Stay in the loop. Stay Ahead.

Thank You!

Your Information

Not your information? Reset form

Please see more information about Fidelity’s privacy policy.

*Required field

Show LegalHide Legal

This site is for persons in Canada only. Mutual funds sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

You may unsubscribe from these communications at any time by clicking here or by contacting our Client Services Department at 1-800-263-4077. If you do, you may still receive certain electronic messages from us as permitted by law, such as transactional messages relating to your existing accounts and services.

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.

Fidelity Canada privacy policy

646691-v202366

Fidelity Investments Canada ULC
© Fidelity Investments Canada ULC. All rights reserved. Fidelity Investments is a registered trademark of Fidelity Investments Canada ULC.
Fidelity Canada Institutional™
Investment solutions for institutional investors  
Fidelity Clearing Canada ULC
Execution, clearing, custody and back-office solutions for brokerage firms and portfolio managers 
Address
Fidelity Investments
Canada
483 Bay Street
Suite 300
Toronto, Ontario
M5G 2N7
Contact us
Toll-free 1 800 263-4077
Telephone 416 307-5200
TTY 1 800 855-0511
Fax 1 800 387-8092
Support
The Call Centre is open from
8:00 a.m. to 8:00 p.m., EST
Monday to Friday