One study suggested that of Canadians who have worked with a financial planner for ten or more years, 65% said their retirement is ‘everything they thought it would be’ and 77% said they have enough funds to ‘sustain them through their retirement years’.
It is evident that education and financial planning play a big role in making Canadian retirees feel more secure in their retirement. But not everyone has a trusted advisor.
And those who do, aren't sure if they have chosen the right one. Or if they are doing enough. Or if they have a good plan.
We want to change all that.