Fidelity retirement survey 2017

icons representing the following parts of life: financial (shown via  piggy bank), emotional (shown via two people together, one has an arm over the other

Your path to retirement is a uniquely personal journey. At Fidelity, we believe creating a customized financial retirement plan that incorporates your personal choices can help you feel better prepared – emotionally, financially, socially and physically – for one of the most exciting times in your life.

Fidelity’s annual retirement survey is focused on understanding how Canadians near – and already in – retirement are approaching the next stage of their lives. The survey captures their feelings about this transition, the impact of debt on savings and investments, and how to fund a retirement lifestyle.

Key topics in this year’s report include:  

  • understanding your unique retirement journey
  • the benefits of creating a financial plan
  • the value of working with a financial advisor

How does your retirement plan measure up?


Talk to your advisor to make sure you have a plan in place to help make your retirement dreams a reality.

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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.