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We believe your financial advisor should be able to provide seamless financial planning across investments, insurance, employer AND government benefits.

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Canadians Who Work with a Financial Advisor

270%

Investors who work with a financial advisor for 7-14 years saw their net worth increase 270% higher than those who did not use a financial advisor. When using over 15+ years, that number increases to 390%.*

80%

Of the Canadians who work with a financial advisor, 80% of investors were able to achieve better savings and financial habits.*

<$25,000

Not only wealthy Canadians work with financial advisors. In the study, most started working with a financial advisor with less than $25,000 in investable assets.*
*Source: The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016

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