INVESTING CONCEPT

The value of advice

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“The value of advice” © Investors Group Inc. 2011 C3818 (03/2011)

$0

$50,000

$100,000

$150,000

$200,000

$250,000

$119,318 $125,348

$197,273

Under $35,000

$35,000 to $54,999

$55,000 to $69,999

$70,000 to $99,999

$100,000 or more

$164,542

$214,587

$138,358

$44,103

$29,119$27,104

$11,227

Household Income

■ Households with an Advisor ■ Households with no Advisor

Household Average Investable Assets

Source: IFIC Value of Advice Report – from the Ipsos Reid Canadian Financial Monitor study

In a study of over 1,000 Canadian households, Ipsos Reid findings show that advised households havesubstantially higher investable assets than non-advised households. For example, advised householdswith income levels between $35,000 and $55,000 had nearly 5 times the level of investable assetscompared to non-advised households. Further, these observations are consistent across all incomelevels and age groups. Advisors provide a wide range of valuable services to clients, including theplanning and maintenance of targets, helping them to choose the right vehicles and the right assetmix to achieve those targets. And these results show that good advice adds value.