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Investor Economics Segmentation Service

Investor Economics Segmentation Service. Deposit business. Chequing Savings deposits GICs and GIAs. Fee-based assets. Stand-alone investment funds Fund wraps Fee-based brokerage Discretionary brokerage Pooled funds SMAs Estates and trusts. Transaction-based assets. Bonds Equities.

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Investor Economics Segmentation Service

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  1. Investor EconomicsSegmentation Service

  2. Deposit business Chequing Savings deposits GICs and GIAs Fee-based assets Stand-alone investment funds Fund wraps Fee-based brokerage Discretionary brokerage Pooled funds SMAs Estates and trusts Transaction-based assets Bonds Equities Financial Wealth by Product/Business Line Financial Wealth of Canadian Households $2.964 trillion 2

  3. Segmentation Database Roadmap Financial Wealth of Canadian Households Asset threshold Mass market $0-50K $50-$100K Mid-market $100-250K $250-$500K Upscale market $500-$750K $750K-$1 million Affluent market $1 million+ Provinces Life stage Borrowers Under 25 25-34 35-44 Accumulators 45-54 55-64 Dissavers 65-74 75 and over 576 Local markets Income Lower income $0-$50K Middle income $50-$75K $75-$100K Upper Income $100-$150K $150-$200K High income $200-$250K $250K+ 3

  4. Financial Wealth Assets by YearIn millions of dollars

  5. Number of Households by Year

  6. Average Financial Wealth Per Household by YearIn thousands of dollars

  7. Number of Households and Financial Wealth Assets by Asset ThresholdFor Pickering, ON—Assets in billions of dollars

  8. Number of Households and Financial Wealth Assets by Asset ThresholdHouseholds in thousands, assets in billions of dollars

  9. Number of Households and Financial Wealth Assets by Life StageHouseholds in thousands, assets in billions of dollars

  10. Number of Households and Financial Wealth Assets by Income Threshold Households in thousands, assets in billions of dollars

  11. carlos@iei.ca visit our website at www.InvestorEconomics.com

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