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Welcome to the new RBC iShares digital experience.

Find all things ETFs here: investment strategies, products, insights and more.

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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.
  • 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.

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.

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.

Disclosure

Dernière mise à jour : 23 mai 2025

Le présent document a été préparé par RBC Gestion mondiale d’actifs Inc. (RBC GMA) aux fins d’information uniquement. RBC GMA ne fournit pas de conseils juridiques, comptables, fiscaux, financiers, liés aux placements ou autres, et ce document n’a pas pour but de fournir de tels conseils. RBC GMA prend des mesures raisonnables pour fournir des renseignements à jour, exacts et fiables, et croit qu’ils le sont au moment de leur impression. Les renseignements obtenus de tiers sont jugés fiables, mais ni RBC GMA, ni ses sociétés affiliées, ni aucune autre personne n’en garantissent explicitement ou implicitement l’exactitude, l’intégralité ou la pertinence. RBC GMA et ses sociétés affiliées n’assument aucune responsabilité à l’égard des erreurs ou des omissions.



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