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Don't have an advisor?

There are a few ways to go about finding an advisor if you don’t already have one.

An advisor should be easy to talk to and give you a feeling of confidence. After all, you’ll be sharing a great deal of personal information with them over a long period of time.

DOES ADVICE PAY?

Actually, it seems to do exactly that. Research suggests that Canadians who have an advisor are more likely to have a financial plan and be more confident about their money. What's more, a 2018 study by the Investment Funds Institute of Canada found that investors who work with advisors accumulate significantly more in savings than comparable investors without advice.

For Illustration purposes only.

For Illustration purposes only.

Source: www.ific.ca/wp-content/uploads/2018/01/Advisor-Insights-Modest-Investors-Easy-Access-and-the-Freedom-to-Choose-are-Keys-to-Successsful-Long-term-Investing-January-2018.pdf/18860

© 2019 Manulife. The persons and situations depicted are fictional and their resemblance to anyone living or dead is purely coincidental. This media is for information purposes only and is not intended to provide specific financial, tax, legal, accounting or other advice and should not be relied upon in that regard. Many of the issues discussed will vary by province. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation. E & O E. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. 

The Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.

Use Manulife's NaviPlan tool to learn more.

Learn More

The Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

Use Manulife's NaviPlan tool to learn more.

Learn More

The Education Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?

Use Manulife's NaviPlan tool to learn more.

Learn More


Use of these tools does not replace a comprehensive financial plan. There are numerous factors such as government benefits, taxation, life expectancy and lifestyle that will impact the calculator results differently.

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