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“Do not save what is left after spending, but spend what is left after saving.”
— Warren Buffett

Seeking advice from trusted, qualified sources can help you filter out noise. Good ideas are everywhere.


Don’t be afraid to ask questions. No one can be an expert in every aspect of life – that’s why we need doctors, mechanics, teachers, mentors and financial advisors.

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My first time meeting with a financial advisor

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Tips on finding the right advisor

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Understanding the role of a financial advisor

Focus on a plan

Buying a home, getting ready for retirement or life beyond work - a financial advisor can help create a savings plan tailored to each individual’s goals. Sometimes a qualified outside perspective is just what’s needed to get going! Success depends on your ability to focus on a plan and an advisor can help you stay on track.

Did you know?

1 The Rules of Engagement, Feb. 2013, commissioned by IIAC and conducted by Advisor Impact

2 Cirano research paper: New evidence on the value of financial advice, Dr. Jon Cockerline, Ph.D

3 2016 Canadian Investors’ Perceptions of Mutual Funds and the Mutual Funds Industry Report. Conducted by Pollara, commissioned by IFIC.