How Canadian investors are navigating a year of change

2025 Canadian Investor Study

Canada has been in the global spotlight this year, with a newly elected prime minister and ongoing tariff tensions. This is set against the backdrop of economic uncertainty, technological transformation, and growing conversations around financial security and national identity.

How are Canadian investors feeling and faring in this moment?

To find out, Broadridge recently conducted its 2025 Canadian Investor Study, gathering insights from over 1,000 Canadians across the country.

Download the Report

Key insights

Canada first: Buy Canadian sweeps the nation

Investors are using AI - but they don't fully trust it yet

Gen Z and millennials rethink their portfolios

Diversification on the rise: Canadians branch out

Hybrid advice becomes the new normal

From advisors to influencers: Where Canadians get their information

What's keeping investors up at night?

Canadians speak out: What they want from their financial institutions

AI is not going to replace financial advisors but rather enhance how they engage with investors.

In an interview with BNN Bloomberg, our President of Broadridge Canada, Karin Kirkwood shed light on how financial advisors and investors alike are using AI based on the key findings from our 2025 Canadian Investor Study, as well as how AI can act as an “agent in your pocket,” compiling information and personalizing content for each investor.

When advisors have personalized, real-time, AI-driven information for their clients, that drives a better outcome for everyone.

Karin Kirkwood

President, Broadridge Canada

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