Investor Presentaiton
Adviser Background Check: 1-in-4 (23%) in Manitoba have checked the
background of their adviser, 10 points below national share (33%)
Q
Have you ever checked into the background of your financial adviser in any way?
[asked only of investors who currently do or usually have a financial adviser; national n=1,698; Manitoba n=180]
Segmentation (Manitoba 2020)
Respondents who say "yes"
39
Among investors who currently or usually have an adviser
Investor Segments
Non-frequent investor
16%
National
✶
Manitoba =
Frequent investor
37%
Investment Knowledge
2020
33%
64%
3% 2020
23%
75%
2%
Low
19%
Medium
28%
High
20%
2017
31%
66%
2% 2017
27%
68%
4%
Age
18-34
35%
35-54
17%
55+
22%
2012
41%
57%
2% 2012
29%
70%
2%
Gender
Men
23%
Women
21%
Yes
No
Don't know
Note: 2017 national n=1,717, MB n=171; 2012 national n=2,087, MB n=92View entire presentation