Investor Presentaiton
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%
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