Investment Fraud Awareness

Risk-Tolerance Review: 4-in-10 (43%) Manitoba investors have reviewed risks with their adviser in the last year, steady since 2017 Q When was the last time you or your financial adviser thoroughly reviewed the level of risk you're willing to take with your investments? [asked only of investors; n=2,314; Manitoba n=225] Among investors only Segmentation (Manitoba 2020) Respondents who say "within the last year" Investor Segments National Manitoba Non-frequent investor 36% Frequent investor 58% Investment Knowledge 2020 48% 23% 10%5% 11% 2020 43% 25% 14% 4% 9% Low 36% Medium 47% High 48% Advised Segments 2017 46% 22% 10% 6% 13% 2017 43% 25% 11%5%10% DIY investor Advised investor 21% 50% Manitoba Region Winnipeg 45% South/West 51% Central/North 25% 2012 56% 20% 8%4%8% 2012 51% 21% 9% 7% 8% Age 18-34 36% 35-54 43% Within the last year Within the past five years II have not reviewed the risk I am willing to take Note: 2017 national n=2,364, MB n=221; 2012 national n=2,873, MB n=125 Within the past two years More than five years ago Don't know 55+ 49% Gender Men 44% Women 43% 51

View entire presentation