Working With A Financial Advisor

A financial advisor can play an important role in your investment future

Today there’s no shortage of information available about the markets and plenty of people ready to share their opinions with you. So how do you begin to make sense of it all, figure out what to do with your money and put your personal financial plan into action?

Just as you would seek professional help with your health, consulting a professional can make all the difference. Did you know that individuals are typically better off financially – and are more likely to meet their long-term investment objectives – if they work with a financial advisor?*

The average household with a financial advisor for 15 years or more has asset values 2.3x higher than an average comparable household who did not have a financial advisor.


*Source: Montmarquette, C., & Prud'Homme, A. (March 2020). More on the Value of Financial Advisors. CIRANO.

Why Work With a Financial Advisor


A financial advisor can play an important role in your investment future. Through every life-stage and during specific events, he or she can help you define your goals and stick to your plan, providing customized advice for your personal situation. Financial advisors can also answer your questions and teach you about different concepts and best practices.

Top 5 Ways an Advisor Can Provide Value and Keep You on Course

Top 20 Reasons for Professional Financial Advice

How to Choose a Financial Advisor


It's important to choose the right financial advisor for you, which may mean meeting and interviewing multiple advisors until your find the right one. 

The best way to determine this is by asking a number of questions such as the ones suggested in the link below. And after you've done that ask yourself: Are you more comfortable with this advisor than others? Do you understand the value they're providing?

Ready to Start Investing? These Tips Can Help

Advisor Selection Questions

Asking the right questions can make a big difference in helping your reach your goals.

Linking Your Life Priorities to Your Financial Plan


Your financial plan and life priorities go hand in hand. Your financial advisor can help you create a timeline for focusing on the items that are most relevant to you. Then help ensure your plan continues to be aligned with your priorities and objectives.
Priorities Checklist

Select the items that are relevant to you. What are your top 3?

Linking People with Priorities

Who might impact your priorities and when?