This document discusses the value of working with a financial advisor to develop a financial security plan. It summarizes that households with a financial plan feel more satisfied with their current financial situation, debt levels, and retirement prospects. They also feel more confident in their ability to afford annual vacations and occasional splurges. The document encourages the reader to partner with an advisor to start growing their wealth through a personalized financial plan.

1. Is there really value in financial advice?
Make the most of your investable assets.
Have a sound financial security plan.
Canadians who work with a financial
security advisor have, on average,
substantially more investable assets than
those who do not.*
Just imagine what you could do with more.
So why wait? We can develop a
personalized plan and start growing your
wealth today.
* The Investment Funds Institute of Canada, The Value of Advice: Report, Nov. 2011
The value of planning ahead
Partnering with a financial security advisor to create a financial security plan can help you
stop worrying about money and start living the life you want.
Did you know that households with a plan:
Feel more satisfied with their current financial situation*
Are more comfortable with their current debt*
Feel more confident that they will have enough money to retire comfortably*
Are more confident that they can enjoy annual vacations**
Are more than twice as confident in the ability to treat themselves to the occasional
splurge**
What are you waiting for?
* IFIC: The Value of Advice: Report, May 2010
** FPSC: The Value of Financial Planning, 2012
Content provided courtesy of London Life Insurance Company
In Quebec, Freedom 55 Financial is a financial services firm and a firm in financial planning. Freedom 55 Financial and design are trademarks of London Life Insurance Company.