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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 mutual 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

2017
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.


2016
IFIC presents Claude Montmarquette: The Gamma Factor and the Value of Financial Advice

Mutual Fund Investors Recognize the Value of Financial Advice

IFIC Pollara Investor Survey (September 2016)

Infographic: Reach Your Financial Goals

Building long-term wealth is simpler than you may think. Investing in mutual funds and working with an advisor can help you reach your financial goals