For many Canadians, discussing personal finances can be difficult. Yet research shows that talking about money leads to better financial habits, increased confidence and improved outcomes. 

Through their guidance and expertise, your financial advisor can play a critical role in helping you successfully navigate your wealth journey:

2.1x	more financial assets in households that have an advisor compared to households that don’t.1
61%	of investors who have an advisor strongly agreed that they had better quality investments and higher returns because of their advisor’s guidance.2
2.8%	the average added value advisors provide through answering questions, behavioural coaching and wealth management.3
76%	of investors with a financial advisor report a positive sense of well-being.4

At Worldsource, we believe in supporting independent advisors through the power of partnerships.

Together, we will enrich the financial lives of Canadians and empower our communities.

The value of advice

Whether you’re just starting out or are a seasoned investor, an advisor can help you:

 

^{1 Cockerline, Jon, PhD. “New Evidence on the Value of Financial Advice.” The Investment Funds Institute of Canada. 2012. https://gardhousefinancial.com/wp-content/uploads/2013/08/The-Value-of-Financial-Advice.pdf
2 Montmarquette, Claude and Prud’homme, Alexandre. “More on the Value of Financial Advisors.” Cirano. March 10, 2020. https://cirano.qc.ca/en/summaries/2020RP-04
3 Staff. “Advisors add 2.88% in value, study finds.” Advisor.ca. May 7, 2020. https://www.advisor.ca/practice/planning-and-advice/advisors-add-2-88-in-value-study-finds/ 
4 BlackRock. “6th Annual Global Investor Pulse.” Blackrock Investment Institute. Feb, 2019. https://www.blackrock.com/corporate/insights/investor-pulse#intro}