Communicating Advisor Value
The benefits of financial advice are now well-recognized. Independent research and academic studies confirm the higher levels of wealth achieved by those who use advisors on an ongoing basis. These investors also have better savings habits and are more confident in their ability to meet their retirement income needs.
In Canada, advice is readily available because the foundational principles of investment funds – shared costs, risks and rewards – extend to advisor services. These enable Canadian investors, even first-time savers and those with modest levels to invest, to access advice at a lower cost than investors in several other countries.
In addition to our own research reports on the value of advice, IFIC provides links to academic and international research.
Documents
2017
Advisor Insights - Advice Creates Strong Value for Canadians
This document highlights findings from research studies that were completed in recent years showing that having a financial advisor offers significant benefits to Canadians and to our economy.
Your Guide to Investment Funds – Winter 2017
Understand your investments and secure your future.
This document highlights findings from research studies that were completed in recent years showing that having a financial advisor offers significant benefits to Canadians and to our economy.
Understand your investments and secure your future.
