Working with an advisor
Find out how you can work with your financial security advisor to create a customized retirement income plan to suit your needs using HelloLife.
Plan for every stage of life
Narrator: We all need a solid financial plan.
Description: Two hands holding a map move into frame.
Narrator: And the earlier you start, the better off you’ll be later in life.
Description: The hands slide the map into a satchel bag.
Narrator: Canadians who work with an advisor for at least 15 years build up almost four times more wealth.
Description: Cut to a young woman holding satchel. Text “4 times more money*” appears above her. Reference appears below: “Advice Creates Strong Value for Canadians, Advisor Insights, May 2017.”
Narrator: That can help them better prepare for life’s unexpected bumps.
Description: The ground starts to shake. She keeps her balance.
Narrator: Backed by a team of experts...
Description: Camera pans up, four hands come together.
Narrator: our advisors will help you see the big picture, through four key building blocks:
Description: Each hand opens to place a block in the middle of the frame.
Narrator: cash flow, income protection, retirement and estate planning.
Description: Each block is labelled counterclockwise: “Cash flow,” “Income
RRSPs are more than just about retirement
From borrowing money for a down payment to furthering your education, do more with an RRSP.