Financial wealth ownership is undergoing a rapid transformation in Canada and across global markets. Shifting investor preferences, evolving advice-based and direct-to-consumer (D2C) service models, product innovation, and changing business economics are reshaping the landscape.

In this session, ISS Market Intelligence will explore the forces driving this evolution-turned-revolution through the lens of its latest Canadian Household Balance Sheet Report. Drawing on proprietary data and forward-looking insights, the presentation will highlight key trends in household financial behavior, insurance-linked wealth, and how the industry landscape is shifting. 

Attendees will gain a deeper understanding of:
•    The changing composition of Canadian household financial wealth
•    Emerging investor needs and service expectations
•    The role of insurance in wealth accumulation and preservation
•    Strategic considerations for insurers and wealth managers navigating this dynamic