Retirement Report: Are your plans in place?Submitted by Parkhouse Financial Inc. / Gravitas Securities Inc. on June 19th, 2017
The 2017 Fidelity Retirement Survey Report
Every year, Fidelity conducts a survey to understand Canadian pre-retirees’ and retirees’ expectations and the realities of living in retirement. The survey captures their feelings about this transition, their savings and investments, and sources of income in retirement.
Thinking about the future can be overwhelming, particularly given events happening around the world today. This underscores the importance of working with a financial advisor to keep you on the right track.
As the Fidelity Retirement 20/20 survey report shows, investors who work with a financial advisor are more confident and more likely to achieve their desired retirement lifestyle.
- 82% of respondents who have a financial advisor said they felt positive about their life in retirement
- 45% of respondents who have a financial advisor found their transition into retirement easier than expected
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