1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Retail Banking Market Trends
Wealth in Canada: Sizing the Market Opportunity 2018

Wealth in Canada: Sizing the Market Opportunity 2018

  • December 2018
  • 39 pages
  • ID: 4773728

Summary

Table of Contents

Search Inside

Wealth in Canada: Sizing the Market Opportunity 2018

Summary
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.

This report analyzes the Canadian wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.

Specifically the report -
- Sizes the affluent market (both by the number of individuals and value of their assets) using GlobalData’s proprietary datasets
- Examines HNW clients’ attitudes towards non-liquid asset classes, such as property and offshore investments
- Analyzes which asset classes are favored by Canadian investors and how their preferences impact the growth of the total savings and investments market
- Evaluates the size of the retail non-resident (offshore) market in Canada and foreign investors’ preferences.

Scope
- 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.

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 150+ Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
  • Single User License — provides access to the report by one individual.
  • Department License — allows you to share the report with up to 5 users
  • Site License — allows the report to be shared amongst all employees in a defined country
  • Corporate License — allows for complete access, globally.
Veronica helps you find the right report:
Testimonials

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

We were impressed with the support that ReportLinker’s research specialists’ team provided. The report we purchased was useful and provided exactly what we want.

Category Manager at
Ikea

ReportLinker gave access to reliable and useful data while avoiding dispersing resources and spending too much time on unnecessary research.

Executive Director at
PwC Advisory

The customer service was fast, responsive, and 100% professional in all my dealings (...) If we have more research needs, I'll certainly prioritize working with ReportLinker!

Scott Griffith

Vice President Marketing at
Maurice Sporting Goods

The research specialist provided prompt, helpful instructions for accessing ReportLinker's product. He also followed up to make sure everything went smoothly and to ensure an easy transition to the next stage of my research

Jessica P Huffman

Research Associate at
American Transportation Research Institute

Excellent customer service. Very responsive and fast.

Director, Corporate Strategy at
Ingredion

I reached out to ReportLinker for a detailed market study on the Air Treatment industry. The quality of the report, the research specialist’s willingness to solve my queries exceeded my expectations. I would definitely recommend ReportLinker for in-depth industry information.

Mariana Mendoza

Global Platform Senior Manager at
Whirlpool Corporation

Thanks! I like what you've provided and will certainly come back if I need to do further research works.

Bee Hin Png

CEO at
LDR Pte Ltd

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

FAQ
  • How we can help
    • I am not sure if the report I am interested in will fulfill my needs. Can you help me?
    • Yes, of course. You can call us at +33(0) 4 37 65 17 03 or drop us an email at researchadvisor@reportlinker.com to let us know more about your requirements.
    • We buy reports often - can ReportLinker get me any benefits?
    • Yes. Set up a call with a Senior Research Advisor to learn more - researchadvisor@reportlinker.com or +33(0) 4 37 65 17 03.
    • I have had negative experiences with market research reports before. How can you avoid this from happening again?
    • We advise all clients to read the TOC and Summary and list your questions so that we can get more insight for you before you make any purchase decision. A research advisor will accompany you so that you can compare samples and reports from different sources, and choose the study that is right for you.

  • Report Delivery
    • How and when I will receive my Report?
    • Most reports are delivered right away in a pdf format, while others are accessed via a secure link and access codes. Do note that sometimes reports are sent within a 12 hour period, depending on the time zones. However, you can contact us to escalate this. Should you need a hard copy, you can check if this option is offered for the particular report, and pay the related fees.
  • Payment conditions
    • What payment methods do you accept?
      1. Credit card : VISA, American Express, Mastercard, or
      2. You can download an invoice to pay by wire transfer, check, or via a Purchase Order from your company, or
      3. You can pay via a Check made out in US Dollars, Euros, or British Pounds for the full amount made payable to ReportLinker
    • What are ReportLinker’s Payment Terms?
    • All payments must normally be submitted within 30 days. However, you can let us know if you need extended time.
    • Are Taxes and duties included?
    • All companies based in France must pay a 20% tax per report. The same applies to all individuals based in the EU. All EU companies must supply their VAT number when purchasing to avoid this charge.
    • I’m not satisfied. Can I be refunded?
    • No. Once your order has been processed and the publisher has received a notification to send you the report, we cannot issue any refund or cancel any order. As these are not ‘traditional’ products that can be returned, reports that are dispatched are considered to be ‘consumed’.
  • User license
    • The license that you should acquire depends on the number of persons that need to access the report. This can range from Single User (only one person will have the right to read or access the report), or Department License (up to 5 persons), to Site License (a group of persons based in the same company location), or Corporate License (the entire company personnel based worldwide). However, as publishers have different terms and conditions, we can look into this for you.
Purchase Reports From Reputable Market Research Publishers
Wealth in India: Sizing the Market Opportunity

Wealth in India: Sizing the Market Opportunity

  • $ 3450
  • November 2018

Wealth in India: Sizing the Market OpportunitySummaryThe outlook is positive for the Indian wealth market, with performance over the coming five years set to improve on the previous five.India’s economy ...

India Low & Medium Rating Diesel Genset Market - Competition Forecast & Opportunities, 2013 - 2024

India Low & Medium Rating Diesel Genset Market - Competition Forecast & Opportunities, 2013 - 2024

  • $ 2700
  • December 2018

India Low & Medium Rating Diesel Genset Market By End User (Residential, Commercial and Industrial), By Customer Sub-Segment, By State, By kVA Rating, By Engine Supplier, Competition Forecast & Opportunities, ...

Mortgage Loan Servicing, Check Cashing and Money Transmission Industry (U.S.): Analytics, Extensive Financial Benchmarks, Metrics and Revenue Forecasts to 2025, NAIC 522390

Mortgage Loan Servicing, Check Cashing and Money Transmission Industry (U.S.): Analytics, Extensive Financial Benchmarks, Metrics and Revenue Forecasts to 2025, NAIC 522390

  • $ 1995
  • November 2018

Mortgage Loan Servicing, Check Cashing and Money Transmission Industry (U.S.): Analytics, Extensive Financial Benchmarks, Metrics and Revenue Forecasts to 2025, NAIC 522390Vital industry-specific data ...


ref:plp2018

Reportlinker.com © Copyright 2019. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.

Make sure you don’t miss any news and follow us on