Investor Presentaiton

Financial Plan: 1-in-4 (24%) Manitobans have a formal financial plan that includes clear investment goals; similar to national average Q Do you have a formal, written financial plan that includes clear investment goals? [asked of all respondents; n=5,000; Manitoba n=500] Among all respondents National Manitoba == NV HA 2020 27% 66% 7% 2020 24% 66% 9% Segmentation (Manitoba 2020) Respondents who say "yes" Investor Segments No savings 6% Savings, non-investor 11% Non-frequent investor 39% Frequent investor 49% Investment Knowledge Low 18% Medium 31% High 31% Advised Segments Non-investor 9% DIY investor Advised investor 9% 52% Manitoba Region 2017 27% 67% 6% 2017 26% 66% 8% Winnipeg South/West Central/North E 26% 23% 20% Winnipeg Region Central/North 22% East 26% South/West 29% 2012 31% 62% 7% 2012 25% 68% 7% Age 18-34 22% 35-54 22% 55+ 28% Gender Yes No Don't know Note: 2017 national n=5,000, MB n=500; 2012 n=5,198, MB n=218 Men 22% Women 26% 43 33

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