1. The value of a financial advisor
Six reasons why having a financial advisor is a smart investment
2. In today’s complicated global economy, the right path to
reaching your goals can often be difficult to see and follow
on your own. A financial advisor can be a trusted partner,
offering value in numerous ways.
Here are the top six reasons we believe having a financial
advisor is a smart investment…
3. ! Your financial advisor will have expertise in a range of
investing strategies and products to help guide your
investment decisions
! It’s your financial advisor’s job to stay up-to-date on
the latest financial trends, strategies and market
performance so you don’t have to
KNOWLEDGE1
4. 2 ADVICE
! Whether you’re a sophisticated investor or just starting
out, your financial advisor will provide financial advice
you can understand
! You’ll also benefit from receiving a balanced perspective
so you can make a confident decision each step of the way
5. SKILL
! Your financial advisor will have the resources and tools
to successfully execute your financial strategies…
! …And closely monitors national and global markets –
adjusting your financial plan to respond to changing
market conditions if required
3
6. DID YOU KNOW?
An advisor’s professional designation
indicates their qualifications and expertise;
however, all sellers of investment products
must also be registered with a provincial or
territorial regulator.
7. PERSPECTIVE
! Your financial advisor will present products, services and
opportunities tailored to your goals, risk tolerance and
interests
! Plus, they take the emotion out of investing by helping you
stay focused on your financial goals
4
8. ATTENTION
! A financial advisor takes the time to listen and understand
your needs, goals and aspirations to build a financial plan
that’s right for you
! A financial advisor is also a committed partner in your
ongoing success, regularly checking in with you to ensure
your financial strategy continues to align with your life
circumstances
5
9. COMMITMENT
! You can count on your financial advisor to support you and
your family at all stages of your life
! Your financial advisor will also bring you peace of mind by
considering and anticipating your future financial needs
6
10. Make a smart investment –
talk to a financial advisor today
To learn more about which B2B Bank products and services are right for you, speak with your
financial advisor. For day-to-day inquiries about your B2B Bank accounts, speak with one of our
Client Services Representatives at 1.800.263.8349.
B2B Bank does not provide investment advice. The dealer and financial advisor, not B2B Bank, are responsible for determining the suitability of investments
for their clients and for informing them of the risks of any products or strategies that they recommend. B2B Bank does not endorse or promote the products
or services of any particular financial advisor or third-party dealer.
®B2B BANK is a registered trademark of B2B Bank.
