How a written financial plan now can pay off later – Michelle Munro and Jacqueline Power

2025 marks the 20th edition of the Fidelity Retirement Report. Trends in Canadians’ retirement preparations have changed, but the value of advice and the benefit of having a written financial plan have remained consistent. Michelle Munro and Jacqueline Power join host Emily Anonuevo to highlight key takeaways of the 2025 report and offer next steps for savers regardless of age or life stage. Recorded on June 13, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.