Advocis recently partnered with the Investment Funds Institute of Canada (IFIC) to deliver new evidence on the value of financial advice. The research paper, “Econometric Models on the Value of Advice of a Financial Advisor,” demonstrates the causal link between the presence of financial advice and the accumulation of financial wealth.
Among the key findings:
To download the executive summary of the survey, click here
Statement of Commitment to Clients: My commitment to you is to act with the care and diligence of a reasonable and prudent person conducting his or her own financial affairs. Statement of Financial Advisor Role: We believe our best tool is the ability to ask questions. While financial problems may be complex, the solutions often are not. There is strength in simplicity for most clients.