Investors who work with an advisor for 15+ years
accumulate 2.3x more assets
than those who don’t.

Start building your better nest egg today.


A financial advisor can help you build a resilient portfolio

Regardless of your circumstances, a financial advisor can help you reach your financial goals and work toward building enough wealth to sustain a comfortable retirement. But achieving this outcome in today’s economic environment requires innovative thinking and alternative tools to build more resilient portfolios.

Investing is all about risk and reward. After a year of unprecedented uncertainty, economic growth is recovering, but generating income is more challenging than ever in today’s low-interest-rate environment. A financial advisor can help you better understand various market risks so that your portfolio is better positioned for the potential rewards – whether that’s preserving capital in times of market stress, generating a reliable income stream or taking full advantage of investment opportunities during a recovery.

Thankfully, financial advisors have the tools and investment knowledge to help investors build more resilient portfolios that can thrive in a variety of economic scenarios and aims to deliver more income – for today and well into the future.

When it comes to advice, the numbers don't lie

Working with a financial advisor helps increase your wealth.

Research shows: Versus non-advised households, the average household with a financial advisor accumulated

more financial assets

over 4 to 6 years

more financial assets

over 7 to 14 years

more financial assets

over periods greater than 15 years

Source: More on the Value of Financial Advisors, Claude Montmarquette, Alexandre Prud'Homme, CIRANO 2020.


Other benefits of working with an advisor

Accumulating greater wealth through better saving behaviour

Protecting against poor financial decisions

Building assets for a more comfortable retirement

Avoiding emotional investing habits

Selecting tax-efficient investment vehicles

Building a resilient portfolio

Maintaining a long-term investment strategy