Advised households have substantially more investable assets than non-advised households across all income levels and age groups. For example, advised households earning $35,000 to $55,000 had nearly 5 times the investable assets of non-advised households in the same income bracket. Financial advisors provide valuable planning, guidance on asset allocation, and help clients choose appropriate investment vehicles to achieve their financial targets. The results of this study show that financial advice adds significant value for households.

1. INVESTING CONCEPT
The value of advice
In a study of over 1,000 Canadian households, Ipsos Reid findings show that advised households have
substantially higher investable assets than non-advised households. For example, advised households
with income levels between $35,000 and $55,000 had nearly 5 times the level of investable assets
compared to non-advised households. Further, these observations are consistent across all income
levels and age groups. Advisors provide a wide range of valuable services to clients, including the
planning and maintenance of targets, helping them to choose the right vehicles and the right asset
mix to achieve those targets. And these results show that good advice adds value.
Household Average Investable Assets
$250,000
$214,587
$197,273
$200,000
$164,542
$150,000 $138,358
$125,348
$119,318
$100,000
$50,000 $44,103
$27,104 $29,119
$11,227
$0
Under $35,000 to $55,000 to $70,000 to $100,000
$35,000 $54,999 $69,999 $99,999 or more
Household Income
■ Households with an Advisor ■ Households with no Advisor
Source: IFIC Value of Advice Report – from the Ipsos Reid Canadian Financial Monitor study
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Written and published by Investors Group as a general source of information only. It is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax, legal or investment
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“The value of advice” © Investors Group Inc. 2011 C3818 (03/2011)