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Working With an Advisor

Canadians Who Work with an Advisor are More Successful

Advisors have made a tangible difference in the lives of Canadian investors. And the lasting value of advice is constantly being reinforced. Consider the following examples:

Building your wealth

Investors working with advisors are shown to have three times the net worth and four times the investable assets of those who don’t work with an advisor. And, despite the prevailing opinion that advisors only work with the wealthy, the majority of Canadians had investable assets of under $25,000 at the beginning of the advisory relationship.

Keeping your goals on track

Investment returns are important, but saving on a regular basis is equally important when it comes to reaching your financial goals. As shown below, advisors help Canadians in a range of household income brackets stay on track by ensuring they’re saving and investing regularly.

Having confidence in your plan

Sticking to a financial plan can be a challenge, especially through volatile markets. Having professional advice to guide you through difficult markets can play a vital role in helping you stay focused on your long-term goals.

Put more of your money to work

Setting an appropriate asset mix (i.e. bonds, equities and cash) and adjusting it over time as your needs and risk tolerance change is one of the keys to successful investing. Canadians who are advised by a financial professional take a more balanced approach to asset allocation and have significantly more of their assets working for them.

Gain tax efficiency

There are a number of tax-efficient options available to Canadian investors. Not only do advised Canadians take advantage of tax-sheltered registered accounts at about twice the rate of non-advised Canadians, they also have access to a wide range of financial solutions and strategies designed for tax efficiency.

More than just investments

Today’s financial advisor can offer you much more than investment recommendations. Your advisor can provide a wealth of financial planning services and resources that can help you consolidate your finances and guide your family through a lifetime of evolving financial needs.

  • Investment management
  • Retirement planning
  • Tax planning
  • Insurance solutions
  • Legal or financial guidance
  • Intergenerational planning
  • Estate planning

Key Information

  • Advisors have made a very tangible difference in the lives of Canadian investors. And the lasting value of advice is constantly being reinforced. Consider the following examples:
  • Wide range of financial solutions for your investment portfolio that can accommodate your unique goals and risk tolerance.
  • Detailed, step-by-step financial planning that's tailored to your individual goals and situation, and can evolve with your life stages.
  • Education and context to help you understand and gain confidence in your financial plan.
  • Guidance and support to instill good savings and investing habits and help you avoid common investing pitfalls.
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