Steering financial institutions in the right direction

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

Financial Compass: The Great Wealth Transfer – Download your free report

Download our free summary report to uncover the motivations, perceptions, and actions of inheritance donors and receivers—helping you build relationships aligned with their values.

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  • ^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.

An in-depth version of the Financial Compass report, including segmented analyses and concrete courses of action, is also available at a competitive price. Our team also provides custom research solutions.

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(Re)watch our webinar unveiling the first edition of the Financial Compass

We shared 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
(Re)watch the webinar

Some key findings

48% of Canadians do not have<br /> a financial advisor. It's the perfect time to position yourself as their first choice.
42% of BIPOC Canadians currently expect to receive an inheritance and are 1.7× more likely to be at risk of churn (switching institutions).
say it’s important to have their values reflected in the financial advice they receive. Values-based personalization is now a key differentiator.
37% of millennials expect non-traditional assets to be part of their future wealth strategy.
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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 

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