Investor Presentaiton

Comfort with Adviser: Nearly all (95%) are either very or somewhat comfortable with their adviser Q How comfortable do you feel bringing forth concerns and questions when speaking with your financial adviser? [asked only of investors who currently do or usually have a financial adviser; national n=1,698; Manitoba n=180] Among investors who currently or usually have an adviser Segmentation (Manitoba 2020) Respondents who say "very comfortable" Investor Segments Non-frequent investor 53% National ⭑ Manitoba Frequent investor 61% Investment Knowledge 2020 53% 39% 6% 2020 56% 39% 4% Low 49% Medium 57% High 64% 2017 52% 40% 7% 2017 56% 36% 6% Age 18-34 48% 35-54 50% 55+ 65% 2012 62% 31% 5% 2012 67% 27% 5% Gender Men 60% Very comfortable Not at all comfortable Note: 2017 national n=1,717, MB n=171; 2012 national n=2,087, MB n=92 Somewhat comfortable Don't know I Not very comfortable Women 50% 38

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