Make up to 2.3x MORE*

Working with a financial advisor over time can create up to 2.3x more wealth.*

This chart shows the amount of wealth that can be created by working with a financial advisor, with 1.8x at 4 to 6 years, 2.1x at 7 to 14 years and 2.3x at 15 plus years.

*Source: More on the Value of Financial Advisors, by Claude Montmarquette and Alexandre Prud’Homme, CIRANO, 2020. The average household with a financial advisor for 15 years or more had asset values 2.3x higher than an average “comparable” household without a financial advisor.

Read the video transcript pdf

Advice from an advisor adds value.
  • Personalized investment strategy for the long term.
  • Guidance on major financial decisions.
  • Encourage good financial habits.
  • Find tax-efficient solutions.
  • Support to stay on track in times of volatility.

Creating up to 2.3x more wealth starts here.*

Get the Working with a financial advisor toolkit.

Working with a financial advisor

Constructing a financial plan that will help achieve your goals takes time, interest and knowledge. Most investors find it helpful to work with a professional financial advisor who has the experience and resources to provide expert guidance in developing and maintaining a financial plan.

Commissions, fees and expenses may be associated with investment funds. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing.  Funds are not guaranteed, their values change frequently and investors may experience a gain or loss.  Past performance may not be repeated.

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This site is for persons in Canada only.  Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.


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