DON’T JOIN THE DISAPPOINTED.
Research shows that investors who work with an advisor accumulate
3.9 times more assets than those who don’t.
Accumulating greater wealth through better saving behaviour
AN ADVISOR’S ROLE
A professional financial advisor can help you set realistic goals and understand the investment products that make sense for your portfolio, and then help you monitor and understand how your investments have performed. With a trusted advisor and a financial plan tailored to your goals, you are on your way.
Working with a financial advisor can provide you with a better chance of:
ADVICE MATTERS
Obtaining good advice can help you make better decisions.
It can help you avoid mistakes, turn challenges into opportunities and solve problems. Financial advisors provide convenient access, counsel and guidance to help investors grow their financial assets, and play an important role in helping you develop greater savings discipline.
Investors that receive advice are much better off when they have an advisor – and the longer that relationship lasts, the better.
In fact, recent research shows that investors who work with an advisor
ACCUMULATE 3.9X MORE ASSETS
than those who don’t.
People who work with financial advisors benefit from
HIGHER GROWTH IN INVESTABLE ASSETS
regardless of income & age.
WHAT DO INVESTORS THINK
ABOUT FINANCIAL ADVICE?
When asked about financial advice, research shows that Canadian investors identify their financial advisor as their most trusted source of investment advice.
95%
of investors feel that they can trust their advisor to give them sound advice.
88%
agree that they get a better return on their investments than they would without an advisor.
70%
of investors believe they remain in financial markets despite volatility because of their financial advisor.
Source: Dynamic.ca
All rights reserved
Designed by