The Value of Advice
Independent research and academic studies confirm the higher levels of wealth achieved by those who use Financial Advisors on an ongoing basis. These investors have better savings habits and are more confident in their ability to meet their retirement income needs.
3 reasons why a Financial Advisor is integral to your financial success:
- Help grow your net worth – Professional advice can help you develop a sustainable plan to help you save and grow your money.
- Plan for the future – Advice improves your current financial situation and ensure that your future financial goals come to fruition.
- Eliminate financial stress – An Advisor can help ease financial stress by developing a financial plan that sets appropriate budgets, and plan for short and long-term goals.
Do better with a Prudentia Advisor. Contact Us and we’ll show you how.
Increase your net worth. Partner with an advisor.
An advisor can help you find more money to save and make the most of your investments – regardless of your income or life-stage.
Advised households:
- Save at double the rate of non-advised households (8.6 per cent annual savings vs. 4.3 per cent)* Have, on average,
- nearly four times more investable assets than those with no advisor**
Take charge of your financial future. We can help you develop a more disciplined approach to saving and investing.
There are some things you just want to feel confident about. It starts with the right advice.
Working with an advisor can help you:
- Gain confidence in your current financial situation Gain confidence in your financial future Gain confidence in your ability to fund a comfortable retirement
- Imagine the sense of empowerment that comes with taking charge of your finances. We can help put you in the driver’s seat.
Sources and notes:
1 Canadian investors’ perceptions of mutual funds and the mutual fund industry 2013, IFIC/Pollara. Eighty-one percent – this level of investor confidence in mutual funds is higher than for any other investment except for their homes (82%). Fewer express confidence in GICs (65%), stocks (61%) or bonds (57%).
2 New evidence on the value of financial advice, Dr. Jon Cockerline, Ph.D./IFIC.
3 The value of advice report 2012 (IFIC). Investors who purchase financial advice are more than one-and-a-half times more likely to maintain a long-term investment strategy compared to investors who do not purchase financial advice. Those who met with a financial advisor report greater retirement confidence and significantly higher levels of emergency funds.
Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Please read the information folder before investing. Segregated funds are not completely guaranteed, their values change frequently and past performance may not be repeated.
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