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See the value in a written retirement plan.

Sign up to download our 2024 Fidelity Retirement Report.

For the past 19 years, we have delivered the Fidelity retirement report to provide insights and perspectives that can help you feel better prepared for your retirement, whatever that may look like.


This year’s report explores how the rising cost of living is factoring into Canadians’ retirement plans and preparedness. Canadians are still positive about retirement, despite the current economic challenges. Considering these challenges, those with a written retirement plan and those who work with a financial advisor to build their savings are more likely to feel prepared.


External factors such as interest rates and the economy are out of your control. They can make people feel less certain about retirement, but Canadians can take steps to feel more prepared. Investing consistently, having a written financial plan and working with an advisor can help you feel more secure about your retirement.

Here are some of the highlights:

  • Fewer Canadians feel positive about their outlook on retirement this year, compared with previous years.
  • Nearly six in ten retirees report helping their adult children financially in retirement, but many Canadians may be unprepared for these expenses.
  • Having a written financial plan helps Canadians feel more financially, emotionally, socially and physically prepared for retirement. Eighty-five percent of Canadians with a written plan worked with an advisor to build it.

Source: The 2024 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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