Why an
Advisor
More Assets with an Advisor
Studies show that by seeking the services of an advisor, you will have about 4.2 times the assets than by not being advised.
Meeting regularly with your advisor allows you to review your investments and adjust your plan according to changes in your situation. Your advisor will also ensure that your insurance needs are up-to-date.
With an Advisor
4.2 x More assets $101,000Without an Advisor
Fewer assets $24,000A Customized Action Plan to Reach Your Goals
Your action plan is continuously adapted to your needs through periodic meetings with your advisor.
Your advisor is there to encourage you to take action, to protect you from emotional decisions and to maintain the investment discipline needed to keep your financial goals on track.
Start investing Early
$5,000 / year for ten years = Amount Invested $50,000 Value at age 65 : $282,851
Investing Later
$5,000 / year for 25 years = Amount Invested $125,000 Value at age 65 : $274,323
Constant Guidance
Your advisor helps you to make good decisions when it comes to your personal finances and your financial future.
The objective: increase your assets and reduce your debts.
Your advisor can also propose beneficial tax strategies: reducing income taxes, using the TFSA, maximizing your RRSP, disbursement strategies, etc.
in your assets Reduction
of your debts
