During volatile markets, sticking to a financial plan can be a challenge. Having professional financial advice to guide you through difficult markets can play a vital role in helping you stay focused on your long-term goals.
1. IFIC and Pollara Strategic Insights Investor Survey, 2020
2. DALBAR, 2020
Working with an advisor encourages savings and investing. 1
Advised clients have greater net worth over time.1
Advised clients are more successful at saving. 2
Advised clients have greater discipline through volatile markets. 3
1. The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016
2. Canadian Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, Pollara 2019.
3. Strengthening Investor Protection in Ontario - Speaking with Ontarians, Ascentum 2013
Learn about the basic principles of investing to make smarter decisions about your money.