The Value of Working with a Financial Advisor

Jun 17, 2019 | Sandra Cramen


Canadians who work with an Advisor have been more successful at building wealth and achieving their goals

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffet


A financial advisor can play an important role at any stage of your investment journey. Consider the broad range of services and benefits an advisor can provide:

A wide variety 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

Other services beyond managing your investments, such as estate and tax planning

Putting more of your money to work

Canadians working with an advisor invested more of their assets in non-cash investments, meaning more of their assets are working for them. They also saved more for their future and benefited from the growth potential of their higher allocation to non-cash investments.

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