“Reliable, timely financial advice empowers Canadians to make informed decisions.”
~Shereen Benzvy Miller, Commissioner of Financial Consumer Agency of Canada
How many people are well served by their financial advisor?
A 2024 YCharts survey indicates 8 out of 10 of clients want more regular contact with their financial advisor while nearly 4 out of 10 receive “infrequent or rare” communication.
Clients aged 45-60 years with assets over $500,000 naturally require more advice.
You can download the full survey here.
Value from your Financial Advisor
We routinely reach out to clients to review, rebalance, and reinvest.
Benefits of Reviewing:
- Review your personal investment strategy
- Adjust your financial goals for any life changes
- Assess the ongoing performance of your investments
- Compare the long-term track records of your investments
Benefits of Rebalancing:
- Rebalance your portfolio to maintain your risk profile
- Practice a disciplined “buy low, sell high” strategy
- Smooth out volatility among mean-reverting assets
Benefits of Reinvesting:
- Put all of your money to work for you to achieve your goals
- Actively invest for the current market outlook
- Take advantage of new financial products
As you can see, it is vital to get value from your investment advisor!
Please let us know if you have any financial assets or portfolios that you would like to incorporate into your investment plan with us.
Feel free to contact us if you would like to benefit from a review of your investment plan.
We would be happy to hear from you!
