15 November, 2019

The Human Dimension of Advice

The ads are everywhere: invest online and cut out the middleman. Yet, an overwhelming majority of Canadians believe that financial advisors have a positive impact on their clients, their families and their futures.

 

In a recent poll of 500 Canadians who were at least 30 years old with $100,000 in minimum investible assets1, 75 per cent said they turn to a financial advisor for advice.

 

Anyone who’s ever bought a house, started a family, built a business, sold a property or business, contemplated retirement, or transitioned wealth to their next generation – just to name a few significant milestones in life – will likely be familiar with that desire for good advice. The survey also found that 82 per cent of people who consult a financial advisor said that relationship had a positive impact when it came to achieving their key financial life goals.

 

So, what is the true value of advice?

Why does advice matter?

What should you expect from your advisor?

How do you choose an advisor who will be right for you and your family?

 

Download our free Ebook to find out the answers to these questions.

 

 

1.Based on an IPC survey of 500 investors with over $100,000 in investible assets. Survey conducted by Environics Research Group, April 2019.