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Finding

Nearly 80% of recent homebuyers believed that they understood how much mortgage they could afford.

Initiative: Mortgage Consumer Survey

Adopter: Canada Mortgage and Housing Corporation

Finding

The longer users have been saving with QUBER, the lower the chance they report reduced productivity at work due to money stress.

Initiative: QUBER App

Adopter: QUBER

Finding

89% of participants reported having improved skills using the Internet following a digital literacy training program.

Initiative: Digital Literacy Exchange Program

Adopter: Innovation, Science and Economic Development Canada

Finding

8% of Canadians reported that they could not get the financial support or advice they needed.

Initiative: Free independent ecosystem reports

Adopter: Financial Resilience Institute

Finding

Among Canadians who have debt, 30% of them sought advice from financial professionals to help them manage debt.

Initiative: Monthly Financial Well-Being Monitor

Adopter: Financial Consumer Agency of Canada

Finding

One year after a digital literacy training, the percentage of people who never use the Internet dropped from 3% to 1%.

Initiative: Digital Literacy Exchange Program

Adopter: Innovation, Science and Economic Development Canada

Finding

Only 1 in 4 Canadians can correctly identify the compounding effect of fees on investments over time.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

About half of Canadians understand that a mutual fund provides a safer return than an individual stock.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

Fewer than 50% of Canadians know how much money to save for retirement.

Initiative: Canadian Financial Capability Survey

Adopter: Financial Consumer Agency of Canada

Finding

More than 10% of Canadians reported that they could not access trustworthy and unbiased financial advice.

Initiative: Free independent ecosystem reports

Adopter: Financial Resilience Institute

Finding

1 in 5 Canadians are DIY investors. DIY investing is more popular among racialized Canadians (28%) than it is among non-racialized Canadians (18%).

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

54% of Canadians have received information on identifying investment fraud, mainly from bank resources, online material, financial advisors, or social media.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

In 2023, about 5% of Canadians reported that they could not access digital financial tools or resources.

Initiative: Free independent ecosystem reports

Adopter: Financial Resilience Institute

Finding

About 40% of Canadians understand when it is financially beneficial to borrow money.

Initiative: Canadian Financial Capability Survey

Adopter: Financial Consumer Agency of Canada

Finding

About 60% of Canadians understand that bitcoin is not backed by a government.

Initiative: Bitcoin Omnibus Survey

Adopter: Bank of Canada

Finding

More than 60% of QUBER users took action to save money based on a behavioural nudge in the app.

Initiative: QUBER App

Adopter: QUBER

Finding

Participants of the FinLit U program reported more frequent saving after the 8-week workshop.

Initiative: FinLit U

Adopter: Black Moms Connection

Finding

Canadians’ top preference for receiving information about their investments is through digital channels (68%) followed by meeting with their advisor or getting a paper copy of their investment banking statement (15% each).

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

Racialized Canadians are more likely to self-report having a higher risk tolerance (16%) compared to other Canadians (6%).

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

65% of QUBER users accepted and successfully completed a saving challenge, and of those, 80% continued with other saving goals.

Initiative: QUBER App

Adopter: QUBER

Finding

20% of Canadian investors do not know whom to contact if they want to make a formal complaint.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

In 2021, 1 in 5 Canadians with a health condition said their condition made it difficult to deal with their bank.

Initiative: Survey of Consumers' Awareness of their Financial Rights and Responsibilities

Adopter: Financial Consumer Agency of Canada

Finding

51% of homebuyers said that they discussed unexpected costs with their mortgage professional.

Initiative: Mortgage Consumer Survey

Adopter: Canada Mortgage and Housing Corporation

Finding

80% of QUBER users accepted a saving challenge, and of those, more than 80% successfully completed the challenge.

Initiative: QUBER App

Adopter: QUBER

Finding

About 5% of Canadians reported that they could not access insurance.

Initiative: Free independent ecosystem reports

Adopter: Financial Resilience Institute

Finding

About half of Canadians do not own investments, citing not having enough money to invest as the top reason.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

About 70% of Canadians say they are financially preparing for retirement.

Initiative: Canadian Financial Capability Survey

Adopter: Financial Consumer Agency of Canada

Finding

About 40% of Canadians compared credit cards from different companies before applying.

Initiative: Canadian Financial Capability Survey

Adopter: Financial Consumer Agency of Canada

Finding

40% of workshop participants opened tax-free savings accounts for emergency savings.

Initiative: A targeted savings program

Adopter: Anonymous organization

Finding

About 60% of Canadians understand the effect of inflation on savings.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

2 in 3 Canadians understand how compound interest works.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

Nearly 11% of Canadians reported that they could not access affordable credit.

Initiative: Free independent ecosystem reports

Adopter: Financial Resilience Institute

Finding

35% of homebuyers paid more than what they had planned.

Initiative: Mortgage Consumer Survey

Adopter: Canada Mortgage and Housing Corporation

Finding

18% of Canadian investors did not submit a formal complaint when they had concerns about their investment accounts, citing "nothing would come of it" as a top reason.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

About 75% of Canadians understand what lowers house mortgage costs.

Initiative: Canadian Financial Capability Survey

Adopter: Financial Consumer Agency of Canada

Finding

3% of Canadians were victims of a pyramid or Ponzi scheme.

Initiative: Canadian Financial Capability Survey

Adopter: Financial Consumer Agency of Canada

Finding

In 2020, 75% of Canadians reported having conducted online banking.

Initiative: Canadian Internet Use Survey

Adopter: Statistics Canada

Finding

85% of those shopping for chequing accounts and 80% of those shopping for credit cards said the recommendations they received were appropriate.

Initiative: Mystery Shopping at Domestic Retail Banks

Adopter: Financial Consumer Agency of Canada

Finding

Participants in a financial coaching program improved their credit score by 4% on average after 3 months.

Initiative: Credit Canada GOLD

Adopter: Credit Canada

Finding

About half of Canadians understand the relationship between bonds and interest rates.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

35% of investors who have an advisor do not know how their advisors are compensated.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

Finding

40% of Canadian investors think industry disclosures are adequate.

Initiative: Investor Survey

Adopter: Canadian Investment Regulatory Organization

The Financial Consumer Agency of Canada does not endorse, directly or indirectly, any adopters of the Measurement Plan, nor does it make any representations or warranties, express or implied, concerning the adopters' products or services or their fitness for a particular purpose.

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