Your Advisor - DFSIN - SFL
THE VALUE OF ADVICE
''Households that have an advisor have 2.1 times more financial assets than households that don’t1.''
''Households that have had an advisor for 15 years or more accumulate 290% more in assets (3.9 times more) than households that haven’t2.''
''Investors that have an advisor are more confident and more likely to have a comfortable retirement
if they’ve received financial advice for at least 10 years3.''
''Advisors can help investors manage their emotions, which can add approximately 1.5% to portfolio returns4.''
AN OBJECTIVE VIEW
Your advisor plays an important role in your financial well-being because they can take an objective and comprehensive view of your assets. The solutions they can offer at different stages of your life will represent exactly where you are, what’s vital to you and what you want to pass on to your loved ones.
1Cockerline, Jon, PhD, New Evidence on the Value of Financial Advice, IFIC, 2012
2Claude Montmarquette and Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, 2016
3The Value of Advice Report, IFIC, 2012
4The Added Value of Financial Advisors, Toronto, VANGUARD, 2014, and Canadian Mutual Fund Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, IFIC/POLLARA Inc., Toronto, 2013
*Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
**Offered only by mutual fund registered advisors contracted through Desjardins Financial Security Investments Inc.