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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.

Three quarters of Canadian investors say their advisor provides value for their money. Although almost 60% of Canadian investors aren’t concerned about hidden fees, millennials and very high-net-worth investors are more likely to want more transparency in this area.

Source: EY Global Wealth Research Report 2021: Canadian insights

Number of Canadian mutual fund and ETF investors who are satisfied with their advisors

Source: Canadian Mutual Fund and Exchange-Traded Fund (ETF) Investor Survey, IFIC, 2022

Increase in retirement savings that clients who work with an advisor could see

Source: Saving for the Future, IFIC, 2021

Increase in retirement consumption that clients who work with an advisor could see

Source: Saving for the Future, IFIC, 2021

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

Increase in savings the average household saw that worked with a financial advisor for 15 years or more – compared to a similar household without a financial advisor.

Source: Claude Montmarquette & Alexandre Prud'homme, 2020. "More on the Value of Financial Advisors," CIRANO Project Reports 2020rp-04, CIRANO.

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


Number of investors using a financial advisor who report a positive sense of well-being.

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: October 4, 2022

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. 2022