604-806-1000 Info@pretiumwealth.ca
This is my first blog and I am so excited to start blogging. I have been a financial security advisor for seven years now and I am always learning. We are in an industry where there is a lot of information available, constant change and a language that can be difficult to understand (GDP, CPI, RRSP, TFSA, RESP and RRIF to name a few of the acronyms that are commonly used). I hope my blog can simplify and decipher some of the financial strategies that are valuable to you.I love what I do. Every day is different, every client is different and every challenge is different. I do feel however that a financial security advisor isn’t held to the same standard as a doctor and a lawyer is and frankly, I feel that I should be. Why? We manage your hard-earned money. Like those other experts, we are specialists in our field and can help identify potential opportunities even the most financial-savvy investor may not know about. In addition, a financial security advisor can help you find more money to save and make the most of your investments, regardless of your income or life stage.Here are some statistics:

An advised household:

  • Saves at double the rate of non-advised household:1:
  • Has, on average, four times more investable assets than those with advisor2

Canadians with a financial security plan are almost twice as likely to feel “on track” with their financial affairs as those who do not3

However, don’t settle for a one-size-fits-all approach to your financial future. Your financial security plan should be as individual as you are and should reflect your life stage, personal circumstances and future goals.

A financial security advisor who’s invested in your success will take the time to understand your current situation, identify your future needs and customize a plan that is suited to you!

My challenge to you is that if you are not working with a financial security advisor today, find one that you can trust and build a long-term working relationship with. The value that a good financial security advisor will have on your long-term financial future is incalculable.

Please continue to visit my blog, I will be chatting about everything financial security planning.

Until next time,

-Nesrine Jabbour

1 CIRANO, An Econometric Analysis of the Value of Advice in Canada, 2012
2 The Investment Funds Institute of Canada, The Value of Advice: Report, Nov. 2011
3
FPSC, Value of Financial Planning, 2012