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Retirement Investors in Canada

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS 10/19/2026

Learn about the perceptions, attitudes, behaviors, and financial condition of retirees and workers in Canada.

Summary

LIMRA’s Retirement Investors Survey is designed to address business issues relevant to our membership and tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in Canada. LIMRA has conducted a version of this survey in the United States annually since 2012; 2026 marks the second year in which the survey was fielded to Canadians, which builds on the 
previous research conducted in 2023. Topics covered include:  

  • Retirement Income – Current and Expected 
  • Use of Financial Professionals 
  • Retirement Plans and Planning 
  • Product and Account Ownership 
  • Investor Attitudes and Outcomes  

Includes new findings on transitioning from saving to spending, preparing for cognitive decline, valued services provided by financial professionals, and more. 

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Meet the Project Director

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS

Matt Drinkwater, who joined LIMRA in 1999, leads the annuity and retirement income primary research program. He has led the creation of several major studies of retirement planning, retirement income planning and management, and consumer preferences for receiving advice. Drinkwater has directed several institutional retirement research projects, including studies of asset retention and the rollover market. His research on annuities has encompassed in-depth studies of product features, buyer and owner characteristics, persistency, and living benefit utilization.

He is a graduate of Trinity College (Hartford, CT) and holds a doctorate in psychology from Brown University.

Corporate Vice President, Annuity and Retirement Income Research
LIMRA and LOMA
mdrinkwater@limra.com


For more information, please contact mdrinkwater@limra.com.

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