Steering financial institutions in the right direction

The 2025 Financial Compass reveals Canadians core financial motivations—guiding more human, more effective wealth management strategies.

EXCLUSIVE WEBINAR — August 27, 2025, at noon ET

Join us for our inaugural Financial Compass webinar that will focus on Canada’s $1Trillion wealth transfer.

Register now
  • ^Uncover the emotional motivations behind estate planning and wealth management
  • ^Identify high-potential financial profiles based on attitudes, needs, and behaviours
  • ^Design solutions rooted in what truly matters to Canadians, and to your clients

About the study

Leger’s inaugural Financial Compass webinar explores one of the most transformative shifts in Canada’s financial landscape

 

If your organization had to win the next generation of beneficiaries as clients – not simply inherit them – would you succeed? Today’s inheritors are looking for more than financial products; they want partners who understand their needs, values, and aspirations. They want a partner who can deliver the right solutions through the right channels at the right moment.

Inheritances aren’t just financial transactions – they’re deeply emotional milestones. And today’s inheritors are looking for the right financial partner to guide them with the right solutions, through the right channels, at exactly the right moment.

The first complimentary report from the Financial Compass will be available on August 27, 2025, with a more in-depth version offered at a competitive rate. Looking for insights tailored to your organization? Our team also provides custom research solutions. Contact us to learn more.

Contact us

Join us for our webinar unveiling the first edition of the Financial Compass

We’ll share data-driven insights on:

  • ^Who Canadians trust in personal financial matters
  • ^How tech habits are shaping financial decision-making
  • ^Canadians’ inheritance experiences and future plans
  • ^The emotional drivers behind wealth planning and legacy-building
  • ^Key differences in financial attitudes across gender, generation and wealth levels
Watch the webinar
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“As Canada undergoes a historic $1 trillion wealth transfer, our Financial Compass helps financial institutions navigate the moment with clarity. The study reveals four key segments—Givers, Receivers, Past Givers, and Past Receivers—each with distinct needs, expectations, and emotional drivers. With added insight into women, younger Canadians, and BIPOC communities, Financial Compass is your strategic roadmap to connect meaningfully, deepen loyalty, and grow in an era where legacy and relevance go hand in hand.”

Susan Sanei-Stamp, Senior Vice-President

Strengthen your financial offering for Canadian households 

Get the complete study or conduct customized research.

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