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Finding Details Canadians’ top preference for receiving information about their investments is through digital channels (68%) followed by meeting with their advisor or getting a paper copy of their investment banking statement (15% each).

Sample size

  • 2,000

Initiative

Collection dates

  • January 04, 2024 to January 15, 2024

Adopter

Related priorities

This finding relates to the following National Financial Literacy Strategy priorities and target outcomes: 

Priority 3

Support increased digital access and digital literacy

  • Target outcome 3.1
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Related measures

The measure(s) below make up the Strategy-Aligned Measure (SAM) used to generate this finding. Please note that some SAMs require the use of multiple measures, while others work as a standalone measure. Refer to the Measures Library for more details.

Related

How do you prefer to receive and review information regarding your investment account holdings?

  • Online
  • Through an app
  • Emailed statement
  • Paper statement through the mail
  • Meeting with my advisor
  • Don’t know
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The Financial Consumer Agency of Canada does not endorse, directly or indirectly, any adopters of the Measurement Plan, nor does it make any representations or warranties, express or implied, concerning the adopters' products or services or their fitness for a particular purpose.

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