September 2018 – Why do studies continue to show that advised investors have significantly greater assets than those who do it themselves? Advice can increase long term returns, improve savings and investment behaviour, improve tax efficiency and cash flow, create asset mixes appropriate for your objectives, goals and risk tolerance, and provide peace of mind. When your Wealth Advisor is also a CFP, their advice can include other missed financial opportunities as well as personal, family, business and health related risks.
The value of advice
by Heidi Pullem | Oct 9, 2018 | Tips