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The Value of Financial Advice - Advocis

Financial Advice spans entire life cycle of Canadian familiesProfessional Financial advisors help Canadians prepare for important events and needs throughout their lives, and to become more financially self-sufficient. Financial advisors play a fundamental role in raising the Financial literacy of their clients. More and better Financial Advice improves the Financial literacy of Task Force on Financial Literacy concludes that Canadians require Financial literacy training throughout their lives. Among its key recommendations:.. that the Government of Canada, in partnership with stakeholders, provide tools to help Canadians become better informed about the role and benefits of professional Financial Advice , as well as how to choose a Financial households are much better off when they receive professional Financial adviceProfessional Financial advisors help Canadians to save and plan for their future, and to protect

About Advocis and its members Advocis, The Financial Advisors Association of Canada, is the association of choice for financial advisors and planners.

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Transcription of The Value of Financial Advice - Advocis

1 Financial Advice spans entire life cycle of Canadian familiesProfessional Financial advisors help Canadians prepare for important events and needs throughout their lives, and to become more financially self-sufficient. Financial advisors play a fundamental role in raising the Financial literacy of their clients. More and better Financial Advice improves the Financial literacy of Task Force on Financial Literacy concludes that Canadians require Financial literacy training throughout their lives. Among its key recommendations:.. that the Government of Canada, in partnership with stakeholders, provide tools to help Canadians become better informed about the role and benefits of professional Financial Advice , as well as how to choose a Financial households are much better off when they receive professional Financial adviceProfessional Financial advisors help Canadians to save and plan for their future, and to protect the savings they have accumulated through comprehensive planning and a wide range of life and health insurance and investment solutions.

2 People who receive Financial Advice accumulate significantly more Financial wealth, are better protected, and are better prepared for retirement and unexpected events than people who do not receive upon information from Investor Education Fund: : Task Force on Financial Literacy Report, December 2010 Living yourretirementCaring for aloved oneDealing withdying and deathReceivingunexpected moneyCoping with illnessand disabilityBeing victimizedby fraudGetting separatedor divorcedPlanning forretirementLosing a jobStarting abusinessHaving a babyGetting marriedBuying ahomeBuying a carAcquiring an educationGetting anew jobOpeningan - 6 Years7- 14 Years> 15 YearsYears with a Financial AdvisorGrowth in Financial Assets Over Time of Households that ReceivedAdvice Compared to Those That Did Not Receive AdviceRatio of Advised vs.

3 Non-Advised Financial AssetsSource: Econometric Models on the Value of Advice of a Financial Advisor; CIRANO; July 2012 The Value of Financial Advice Client ConnectAbout Advocis and its membersAdvocis, The Financial Advisors Association of Canada, is the association of choice for Financial advisors and planners. With more than 11,000 members in 40 chapters across the country, Advocis is the definitive voice of the profession, advocating for consumer protection and professionalism. Professional Financial advisors and planners help consumers make sound Financial decisions that ultimately lead to greater Financial stability and a voluntary organization, Advocis is committed to professionalism among Financial advisors.

4 Our members are professional Financial advisors who adhere to an established professional code of conduct, uphold stan-dards of best practice, participate in ongoing continuing education programs, maintain appropriate levels of professional liability insurance, and are committed to putting their clients' interests members are provincially licensed to sell life and health insurance, mutual funds and other securi-ties. They are experts who can provide a full range of Financial services, including estate and retirement planning, wealth management, risk management and tax more information, visit Value of Financial Advice Client Connect


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