The Value of Advice
Maximize your wealth. Live the life you want.
Increase your net worth. Partner with a financial security advisor.
An advisor can help you find more money to save and make the most of your investments–regardless of your income or life-stage.
- Save at double the rate of non-advised households (8.6% annual savings vs. 4.3%)*
- Have, on average, four times more investable assets than those with no advisor**
Take charge of your financial future. We can help you develop a more disciplined approach to saving and investing.
* CIRANO, An Econometric Analysis of the Value of Advice in Canada, 2012
** The Investment Funds Institute of Canada, The Value of Advice: Report, Nov. 2011
The Value of Planning Ahead
Canadians with a financial security plan are almost twice as likely to feel “on track” with their financial affairs as those who do not.*
But don’t settle for a one-size-fits-all approach to your financial future.
Your financial security plan should be as individual as you are and should reflect your life stage, personal circumstances and future goals.
A financial security advisor will take the time to understand your current situation, help you identify your future needs and work with you to customize a plan to help you meet them.
We have the experience to help you build a foundation of financial strength and the expertise to help you maintain your long-term strategy as your life circumstances evolve.
* FPSC, Value of Financial Planning, 2012
The Value of Advice & Financial Planning
Understanding Investment Costs