Advice from an advisor
is worth it.

Research tells us that advised households have approximately twice the level of financial assets as their non-advised counterparts, and this advantage grows over time. Studies confirm that Canadians who rely on advice to guide their financial decisions report high levels of satisfaction, trust their advisor and credit their advisor with helping them achieve better savings and investment habits.¹
At Mackenzie, we know the power of advice and the positive impact it can have on Canadians and their financial futures. That is why we’re committed to supporting advisors and telling their side of the story about the value of advice.

The value of advice increases over time

Difference in household financial assets attributable to financial advice
How a household’s assets grow with financial advice: up to 2.3 times more after 15 years than households with no advice

You could retire over 2X wealthier when you partner with an advisor.



How to find the right financial advisor


Understanding the costs of investment funds


Mackenzie fees and mutual fund investing: the facts

Additional Resources

Source : More on the Value of Financial Advisors. CIRANO (2020).

¹Source: Canadian Mutual Fund Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, IFIC, 2016

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.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.