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The Voice of Canada’s Investment Funds Industry

Communicating Advisor Value

The benefits of financial advice are now well-recognized. Independent research and academic studies confirm the higher levels of wealth achieved by those who use advisors on an ongoing basis. These investors also have better savings habits and are more confident in their ability to meet their retirement income needs.

In Canada, advice is readily available because the foundational principles of investment funds – shared costs, risks and rewards – extend to advisor services. These enable Canadian investors, even first-time savers and those with modest levels to invest, to access advice at a lower cost than investors in several other countries.

In addition to our own research reports on the value of advice, IFIC provides links to academic and international research.



Documents

2018
IFIC Brondesbury Group Investor Survey – Anatomy of Advice (November 2017)

The survey aims to understand what financial services clients mean by "advice" and how this may evolve and differ under a variety of circumstances.


Advisor Insights Modest Investors – Easy Access and the Freedom to Choose are Keys to Successsful Long-term Investing (January 2018)

This issue of Advisor Insights contains data on the household assets of Canadian investors and provides insights on the difference that access to advice can make in their long-term savings.


Your Guide To Investment Funds (Winter 2018)

Understand your investments and secure your future


2017
IFIC Pollara Investor Survey (November 2017)

The 12th wave of Pollara's telephone survey of mutual fund investors in Canada. The study was initiated to better understand Canadian mutual fund holders, to identify their attitudes, opinions, needs, expectations and behaviours and to track these over time.


Economic Impact Assessment of Banning Embedded Commissions in the Sale of Mutual Funds - PwC

Text: Safeguarding Access to Financial Advice for Canada's Middle Class (June 15, 2017)

Advice and the Modest Investor: A Canadian Perspective

Media Backgrounder: Financial Advice – Who Needs It and Why.

Advisor Insights - Advice Creates Strong Value for Canadians

This document highlights findings from research studies that were completed in recent years showing that having a financial advisor offers significant benefits to Canadians and to our economy.


Your Guide to Investment Funds – Winter 2017

Understand your investments and secure your future.