Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”

How to set up a budget-friendly home office

If you have or are in the process of making the switch to working from home, you’re probably thinking about setting up a dedicated space in your home as your workspace...

Read more

8 tips for saving money on your utility bills

There are many ways to reduce utility costs -- these are just a few...

Read more

Easy on your wallet and the environment – go green when you clean

Keeping your home safe and clean feels good. But for a lot of us, using harsh chemicals doesn’t....

Read more

First-time home buyer? You’re eligible for a tax credit

Are you a first-time home buyer?...

Read more

Free workplace mental health resources from Canada Life

Since 2007, through Workplace Strategies for Mental Health, Canada Life has provided evidence- and practice-based tools and resources to all Canadians, at no cost....

Read more

Tips for staying on budget during home renovations

Home renovations can be a great way to get the house of your dreams while avoiding an over-inflated mortgage. But home renovations come with their own stresses and financial demands...

Read more

Budgeting for back to school

How do you budget for back to school? Before you can set a budget, you’ll need to figure out what you actually need...

Read more

Welcoming a pet into your home (and your budget)

Before welcoming an animal into your home and heart, take some time to make sure you also have room in your budget...

Read more

Declutter your home and save money

Did you know that decluttering can also help you save money? Find out how with these six tips...

Read more

What to watch out for when buying a house in the winter

House hunting tips for the winter months...

Read more