Why advice matters

Financial advice  helps Canadians feel more confident about their financial future. When it comes to investing and saving for retirement, we could all probably use a little help. 

Did you know that nearly 6 out of 10 Canadians worry about their finances every week?²  

A financial advisor can help build assets for a more comfortable retirement, maintain a long-term investment strategy, and avoid emotional investing habits. They have the knowledge and experience to help clients build diversified portfolios that can thrive in a variety of market environments–and perhaps help you sleep better at night.

Research shows that Canadians working with an advisor over 15 years accumulate more assets versus non-advised investors. How much more do they accumulate?¹

Growth in Assets

Advised investors vs. non-advised investors

Research shows that Canadians working with an advisor over a four- to six-year period accumulate 1.8 times more assets versus non-advised investors¹. Over the long term, the positive impact of financial advice is even greater: after 15 years, households using an advisor have nearly 2.3 times more assets than their non-advised counterparts.  
 
Source: More on the Value of Financial Advisors, Claude Montmarquette, Alexandre Prud'Homme, CIRANO 2020.

Related links

Discover the Dynamic Fixed Income advantage

Our actively managed fixed income funds can respond to changing market conditions to increase opportunities and minimize risk.

Find out more

Explore the Dynamic Equity Advantage

Our actively managed equity funds are actively managed with the goal of delivering differentiated performance beyond the benchmark.

Explore Equity Funds

Why does active management matter?

Discover why active management matters

Learn the benefits

¹ More on the Value of Financial Advisors, Claude Montmarquette, Alexandre Prud'Homme, CIRANO 2020.

 

² Source: 2023 SGAM Investor Sentiment Survey, October 2023

 

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. The information provided is not intended to be investment advice. Investors should consult their own professional advisor for specific investment and/or tax advice tailored to their needs when planning to implement an investment strategy to ensure that individual circumstances are considered properly, and action is taken based on the latest available information. Views expressed regarding a particular investment, economy, industry, or market sector should not be considered an indication of trading intent of any of the investment funds managed by 1832 Asset Management L.P. These views are not to be relied upon as investment advice, nor should they be considered a recommendation to buy or sell. These views are subject to change at any time based upon markets and other conditions, and we disclaim any responsibility to update such views. To the extent this document contains information or data obtained from third party sources, it is believed to be accurate and reliable as of the date of publication, but 1832 Asset Management L.P. does not guarantee its accuracy or reliability. Nothing in this document is or should be relied upon as a promise or representation as to the future. 

 

Dynamic® is a registered trademark of The Bank of Nova Scotia, used under license by, and is a division of, 1832 Asset Management L.P.