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The Voice of Canada’s Investment Funds Industry

The Value of Advice

Independent research and academic studies confirm the higher levels of wealth achieved by those who use advisors on an ongoing basis. These investors 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 amounts to invest, to access advice at a lower cost than investors elsewhere.

Related Documents

Canadian Mutual Fund Investors’ Perceptions of Mutual Funds and the Mutual Funds Industry – 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.

(November 22, 2017)

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

Advice and the Modest Investor: A Canadian Perspective
(June 7, 2017)

CIRANO - The Gamma Factor and the Value of Financial Advice – Summary of Findings

In August 2016, the Center for Interuniversity Research and Analysis of Organizations (CIRANO) released its latest publication by Claude Montmarquette and Nathalie Viennot-Briot examining the value of financial advice. This document provides a summary of findings.

(March 15, 2017)

IFIC Pollara Investor Survey (September 2016)
(September 15, 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

(April 19, 2016)

IFIC Pollara Investor Survey (October 2015)
(October 16, 2015)

IFIC Pollara Investor Survey (October 2014)

Annual survey of mutual fund investors

(October 6, 2014)

Boosting Retirement Readiness and the Economy through Financial Advice - Conference Board of Canada (September 22, 2014)

Research report on the economic impact of a potential increase use of financial advice

(September 22, 2014)

Paying for Advice - Why Options are Important
(August 29, 2014)

IFIC Pollara Investor Survey (October 2013)
(September 25, 2013)

New Evidence on the Value of Financial Advice (November 2012)
(November 1, 2012)

IFIC Pollara Investor Survey (October 2012)
(October 1, 2012)

IFIC Value of Advice Report 2012
(February 1, 2012)

IFIC Value of Advice Report 2011
(November 1, 2011)

IFIC Pollara Investor Survey (October 2011)
(October 1, 2011)

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