Structure matters... it matters a lot!
How much can it all add up to?See chart on the right for how each scenario would grow. Both scenarios start with an initial $500K deposit. | Markets are uncertain, but as Advisors, if we provide financial planning advice, reduce client costs, and have them in dividend growing companies versus TSX like mutual funds, the potential added value is quite amazing. While we understand the above example is an extreme, the impact should we hold the rate of return the same but still provide financial planning advice and reduce costs (both we can completely control), the results are still astonishing! See the example below. |
What if returns remain the same?See chart on the right for how each scenario would grow. Both scenarios start with an initial $500K deposit. | The above example is extraordinary, but unfortunately most people do not realize the impact that planning, costs, and returns can have. But what would happen if the average investor left their investments as is, but added financial planning advice and were able to reduce their costs? Would there still be a significant difference? The answer is a resounding YES! Please contact us today to setup an appointment to get you headed on the right track. |