Why work with an advisor?

Let’s take care of more than your money

No matter where you are in life, own your future and plan for it now. I’m here to help you stop worrying about money and start living the life you want.

The value of financial advice – Canada Life

Canada Life offers expert guidance to help you build a long-term financial plan to achieve your goals. Get started today at http://www.canadalife.com.

 

 


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Description: This video uses footage of Canadians in different life stages and statistics to illustrate the value of an advisor.

Narrator: We’re not born knowing how to manage money.

Description: A young couple smiles lovingly at their newborn baby.

Narrator: We grow up needing a little guidance.

Description: Cut to a close-up of a mother and toddler’s feet, taking small steps together. Cut to a dad securing his son on a small scooter.

Narrator: An advisor offers expert advice to help you manage your life today for a better tomorrow

Description: A woman speaks to her advisor over video conference. The advisor smiles.

Narrator: by creating a personalized plan as unique as your goals and dreams.

Description: A couple sits in their living room, discussing their plan on a laptop.

Narrator: How much difference could an advisor make?

Description: Words “How much difference could an advisor make?” appear onscreen.

Narrator: How about having 60% more money in retirement

Description: A retired couple sit on a beach. The wife looks back to her husband and smiles. Words “Up to 60% more* retirement savings” appear onscreen with legal line: “*Saving for the future: Impact of Financial Advice on the Canadian Economy (IFIC 2020).”

Narrator: Being better prepared for an emergency

Description: A plumber fixes a leaking faucet. Words “32% more* prepared for a financial emergency” appear onscreen with legal line: “*Financial Planning Standards Council, fpcanada.ca, The Value of Financial Planning 2013.”

Narrator: Being able to handle changing markets

Description: Cut to a close-up of a hand scrolling through stock prices on a phone. Words “19% more* able to handle tough economic times” appear onscreen with legal line: “*Financial Planning Standards Council, fpcanada.ca, The Value of Financial Planning 2013.”

Narrator: Taking the vacation of your dreams

Description: A middle-aged woman in hiking gear walks across a plane. Mountains are in the distance behind her. Words “30% more* able to take a vacation” appear onscreen with legal line: “*Financial Planning Standards Council, fpcanada.ca, The Value of Financial Planning 2013.”

Narrator: or splurging on something you’ve always wanted

Description: A couple stands in front of a new vehicle at a car dealership, speaking to a saleswoman. Words “34% more* able to splurge” appear onscreen with legal line: “*Financial Planning Standards Council, fpcanada.ca, The Value of Financial Planning 2013.”

Narrator: Taking care of your family financially if you aren’t there

Description: Cut to a close-up of a couple clasping their hands together. Words “33% more* able to take care of your family if you die earlier in life” appear onscreen with legal line: “*Financial Planning Standards Council, fpcanada.ca, The Value of Financial Planning 2013.”

Narrator: Or even getting a bit more sleep.

Description: A man tosses in his bed, burying his head into his pillow. Words “12% less likely* to lose sleep over financial worries” appear onscreen with legal line: “*2021 Financial Stress Index, by FP Canada™.”

Narrator: We rely on lots of experts in our life.

Description: Cut to a surgical team preforming a surgery.

Narrator: Doctors for our health care.

Description: A female surgeon is shown close-up.

Narrator: Lawyers for legal help.

Description: A lawyer sits at their desk, typing.

Narrator: Mechanics to fix our car.

Description: A mechanic inspects the undercarriage of a car.

Narrator: So why not get professional financial advice to help you make the most of your money?

Description: A man meets with his advisor in an office. The advisor gestures towards the client’s plan.

Narrator: Visit canadalife.com to find an advisor and get started today.

Description: Words “Visit canadalife.com to find an advisor and get started today” appear onscreen with Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190”

Ensure you’re ready for anything

After working with a financial advisor for 15 years or more, advised households
accumulate as much as 173% (2.73 times) more assets than otherwise identical
non-advised households.

The Investment Funds Institute of Canada, www.ific.ca, New evidence on the value of financial advice, 2012.

Canadians with a financial plan, feel better equipped for life’s unexpected financial events.

Financial Planning Standards Council, www.fpsc.ca, The Value of Financial Planning.
 


Did you know that households with a plan are more:

  • Satisfied with their current financial situation*
  • Comfortable with their current debt†
  • Confident they’ll have enough money to retire comfortably†† 
  • Confident they can enjoy annual vacations**
  • Than twice as confident in the ability to treat themselves to the odd splurge‡
*The Investment Funds Institute of Canada, The Value of Advice Report, 2010 
†The Investment Funds Institute of Canada, The Value of Advice Report, 2010 
††The Investment Funds Institute of Canada, The Value of Advice Report, 2010 
**The Financial Planning Standards Council, The Value of Financial Planning, 2012 
‡The Financial Planning Standards Council, The Value of Financial Planning, 2012

How do we work together? 

  1. Let’s chat! First, we’ll get to know each other to ensure it’s a good fit.
  2. Next, we’ll discuss your goals. Not sure? I have tools to help!
  3. Then I’ll share digestible information, so you understand your risks and options for reaching those goals.
  4. Together we’ll build your plan through investment, insurance, and mortgage solutions. 
  5. And we’ll stay in touch to adjust the plan as your life evolves.

Expertise

I also have access to a team to help:

  • Find solutions for complex situations
  • Find tax advantages
  • Business owners design benefit and savings plans for their employees