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The Voice of Canada’s Investment Funds Industry

Value of Advice

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

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


2015
Confidence in Funds Remains High; Suitability Conversations Continue to Rise

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


Paying for Advice - Why Options are Important

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

IFIC Value of Advice Report 2012

2011
IFIC Releases 2011 Report on the Value of Advice

IFIC Value of Advice Report 2011

IFIC Active and Passive Investing Report (July 2011)

2010
Australian Securities & Investments Commission Report on Access to financial advice in Australia (December 2010)