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Video - The Added Value of Advice

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In this clip, Paule Rouleau, Best Practices manager, presents an overview of how your investment advisor can help you grow your financial wealth. She discusses how he or she can help you stay rational in your decisions and develop better savings habits.

Note: The information in brackets "[...]" describes the visual and audio content of the video other than the dialogue or the narration.

[Elegant music begins. Different parts of Desjardins Securities' head office appear on screen including, primarily, the prestigious trading floor where many employees work. These images give way to a shot of the firm's logo and the dsia.ca website.]

Hello

My name is Paule Rouleau, Best Practices and Competency Development manager at Desjardins Securities.

Today, I’m pleased to talk about the added value of advice.

You’ll have a better understanding of how your investment advisor can help you grow your financial wealth.

Studies have shown that clients who work with an investment advisor hold a higher average asset value than clients who don’t.

Your investment advisor is your wealth management partner. They provide advice to support you at every stage of your financial life. They help you make sound choices that allow you to prioritize your different financial decisions. They make sure you can access all of the wealth management services and expertise that you need. Whether you want to finance your children’s education, plan a worry-free retirement, or make sure your assets are transferred to the next generation your investment advisor is there to support you across your life.

They’ll guide you through the complex universe of products and financial strategies, letting you choose long-term investment strategies that are fiscally sound. They help you stay rational in your decisions by encouraging you to save and stick to your investment strategy, even when the markets are difficult It’s proven that advice and recommendations allow you to earn an additional 1.5% in returns each year, since it prevents you from making emotional decisions. This means you can avoid common pitfalls that people often fall for.

Your investment advisor adds real value and is a major benefit in your financial life.

A study showed that working with an investment advisor for as few as four years has a positive impact on your financial wealth. Clients who work with an advisor for 15 years or more have 2.73 times more assets than a non-advised person. Surprisingly, this difference is not due to the return of the portfolio but rather to the discipline of savings established by the investment advisor. The longer your relationship is with them, the more your financial wealth is likely to grow.

Also, It’s been proven that clients who work with an investment advisor have a savings rate that’s nearly two times higher than clients without an advisor du to the fact, that they develop better savings habits.

If you’re like most people, following a financial plan isn’t easy. Plus, you don’t want to worry about your retirement money. Your advisor can help you create a financial plan that will guide all of your financial decisions. This will make it easier to prepare for retirement and feel like you’re in control of your financial future.

There are many parts of your life that you can manage on your own. But it pays to work with an investment advisor that oversees the accumulation, preservation and transfer of your financial assets—not just for you, but also for your loved ones.

You spend your entire life saving and building your financial wealth so let your investment advisor guide you. You’ll be able to rest easy.

Discover all the benefits of your investment advisor by visiting dsia.ca.

[The music begins again. The dsia.ca website address appears in the middle of the screen and the following text appears at the bottom of the screen « Desjardins Wealth Management Securities is a trade name used by Desjardins Securities Inc. Desjardins Securities Inc. is a member of the Investment Industry Regulatory Organization of Canada ( IIROC ) and the Canadian Investor Protection Fund (CIPF). ». These images end with the Desjardins Securities logo. ]

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