Increase your Net Worth - Partner with a Financial Advisor | Apr 13, 2017
Maximize your wealth. Live the life you want.
An advisor can help you find more money to save and make the most of your investments–regardless of your income or life-stage.
Save at double the rate of non-advised households (8.6% annual savings vs. 4.3%)* Have, on average, 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.
The value of planning ahead
Canadians with a financial security plan are almost twice as likely to feel “on track” with their financial affairs as those who do not.*
Don’t settle for a one-size-fits-all approach to your financial future. Your financial security plan should be as individual as you are and should reflect your life stage, personal circumstances and future goals.
A financial security advisor will take the time to understand your current situation, help you identify your future needs and work with you to customize a plan to help you meet them.
We have the experience to help you build a foundation of financial strength and the expertise to help you maintain your long-term strategy as your life circumstances evolve.
* CIRANO, An Econometric Analysis of the Value of Advice in Canada, 2012 ** The Investment Funds Institute of Canada, The Value of Advice: Report, Nov. 2011