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A financial advisor can play an important role at any stage of your investment journey. Here is a list of some of the supports an advisor can provide:

  • A wide variety of financial solutions for your investment portfolio based on your unique goals and risk tolerance.
  • Detailed, step-by-step financial planning that’s tailored to your individual goals and situation, and can evolve with you as you move through different life stages.
  • Education and context to help you understand and gain confidence in your financial plan.
  • Guidance and support to instill good savings and investing habits and help you avoid common investing pitfalls.
  • Other services beyond managing your investments, such as estate and tax planning.

Canadians who work with an advisor have been more successful at building wealth and achieving their goals

Advisors have made a very tangible difference in the lives of Canadians from all backgrounds and levels of wealth. Most Canadian investors had under $25,000 to invest when they started to work with an advisor.

Research over a 15-year period shows investors who worked with an advisor have almost 4 times the assets of investors who didn’t (see chart below).

Advised clients have greater net worth over time

advised clients have greater net worth over time diagram en

Source: The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016

Investment returns are important, but saving on a regular basis is equally important when it comes to reaching your financial goals. Many investors credit their advisor with helping them build better savings and investment habits. Read more now on how to keep your life – and savings – in balance.

Advised clients are more successful at saving

advisors helped savings diagram en advisors helped savings diagram mobile en

Source: Canadian Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, Pollara 2019.

Canadians working with an advisor invested more of their assets in non-cash investments, meaning more of their assets are working for them. They also saved more for their future and benefitted from the growth potential of their higher allocation to non-cash investments. Read more now about five principles of successful investing.

Working with an advisor encourages savings and investing

advisors encourage savings diagram en advisors encourage savings diagram mobile en

Source: The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016

Your advisor is your financial partner. They will answer your questions and help you understand how investing can help you achieve your goals. Their professional advice can play a vital role in giving you confidence in your plan and a positive sense of well-being with respect to your finances.

Working with an advisor encourages savings and investing

greater disciplined investors diagram en greater disciplined investors diagram mobile en

Source: BlackRock Global Investor Pulse, 2019

Investment management
Retirement and estate planning
Tax planning
Guidance setting financial priorities
Intergenerational wealth transfer
Business building and succession

Having a financial advisor can help you avoid costly investment mistakes. Contact a financial advisor today to find out how they can help you reach your financial goals.


Last updated on: Oct 8, 2021
This has been provided by RBC Global Asset Management Inc. (RBC GAM) and is for informational purposes only. RBC GAM does not provide, nor is this intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon for providing such advice. RBC GAM takes reasonable steps to provide up-to-date, accurate and reliable information, and believes the information to be so when printed. Information obtained from third parties is believed to be reliable, but no representation or warranty, express or implied, is made by RBC GAM, its affiliates or any other person as to its accuracy, completeness or correctness. RBC GAM and its affiliates assume no responsibility for any errors or omissions.

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© RBC Global Asset Management Inc. 2021