Market Overview

Wealth in Canada to 2022: Sizing the Market Opportunity -


The "Wealth
in Canada: Sizing the Market Opportunity 2018"
report has been
added to's offering.

This report analyzes the Canadian wealth and retail savings and
investments markets, with a focus on the HNW segment.

Canada became the strongest G7 economy in 2017 with GDP growth at 3%,
having weathered the oil price crisis of the past two years. This in
turn influenced growth in the country's wealth market in 2017.

The future outlook however, is that the pace of economic and wealth
market growth will reduce due to geopolitical risks, and increasing
interest rates affecting consumer spending.


  • Affluent individuals held just under 80% of Canada's total liquid
    assets at the end of 2017.
  • HNW individuals account for less than 1% of the total population, but
    hold over a quarter of the country's wealth.
  • Mutual funds have overtaken deposits, with the largest share of
    Canadian retail investor portfolios at 41%. This is mainly driven by
    balanced funds, as investors embrace the benefits of diversification.
  • Rising interest rates have slowed the rate of growth in deposits as
    consumers have had to spend more servicing debt; however, the hikes
    influenced the inflow of new money into bond holdings.
  • The non-resident investments market in Canada is small, but reached an
    all-time high in 2017. Equities remain the largest offshore investment
    asset class.

Reasons to Buy

  • Benchmark your share of the Canadian wealth market against the current
    market size
  • Forecast your future growth prospects using our projections for the
    market to 2022
  • Identify your most promising client segment by analyzing the
    penetration of affluent individuals in Canada
  • Evaluate your HNW proposition by understanding how economic and
    political changes affect your HNW clients
  • Review your offshore strategy and offering for non-resident investors
    by learning about the dynamics in these markets

Topics Covered

1. Executive Summary

2. The Canadian Wealth Market Grew in 2017 Due to Positive Economic

3. Mutual Funds Account for the Largest Share of Retail Investors'

4. The Canadian Offshore Market Looks Promising

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