Advised Investors Have a Greater Net Worth Over Time

An advisor is often there to discourage you into making poor financial decisions that can negatively impact your growth trajectory.

Chart Showing the Advantage of Having Financial Advice

Source: The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016

Inspire to Save

The right advice will not only instill the discipline to save, but the results inspire you to stay on track.

Percentage of Investors Said Their Advisor Helped them Save

Source: Canadian Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, Pollara 2019.

Let Your Money Work for You

Those who are advised are not only putting their money to work in non-cash assets that will appreciate over time, but placing those assets in tax efficient structures or accounts.

Savings and Investment Differences

Source: The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016

Peace of Mind

An advisor has one purpose: to collaborate with you to create peace of mind. This is why the majority of people who have partnered with an advisor report a greater sense of well-being.

People Who Used a Financial Advisor Have a Positive Sense of Being

Source: BlackRock Global Investor Pulse, 2019

So Much More Than Investing

Investment recommendations are just the start. Your retirement security, tax circumstances and legacy may all be impacted and constructed with the help of a financial advisor.

Benefits of a Financial Advisor