The Upside – Best investment strategies?

David Bushnell, SVP of Advisor Distribution, Andrew Clee, VP of Product, and Michelle Munro, Director of Tax and Research, discuss how working with a financial advisor over time can create up to 2.3x more wealth,* and strategies that have strong return on potential investment.

Read the video transcripts pdf

Read the podcast transcripts pdf

*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.

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