The 2021 Investor Economics Household Balance Sheet (HBS) Report is now available!

The Investor Economics HBS Report provides a snapshot of the financial assets, debts, and net worth of Canadian households and delivers unparalleled insight on household demand for financial services and products in Canada. Identify opportunities and anticipate challenges ahead by tracking the size and composition of the aggregated household balance sheet of Canadian households over time, with the context of its past and future. Our cohesive, analytical framework enables firms to quantify and benchmark their positioning within the Canadian retail financial services industry.

For 30 years, this study has been utilized by financial services providers to solve specific strategic and tactical questions facing their businesses. Users of this report, now in its 15th edition, include asset and wealth managers, banks, brokerage dealers and firms, credit unions, distribution firms, financial advisor firms, fintech companies — including online advice firms (robo-advisors), insurance companies, and trust companies, in addition to their technology vendors, regulators, public policymakers, and industry associations.
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The HBS report, its data banks, and the “white glove” activation service by Investor Economics experts inform and empower decision-making processes at all industry levels, from specific analytical projects (e.g. product or distribution channel evaluation) to comprehensive strategic planning initiatives. If you have any questions, please contact us at