The following chart shows 10 Year Capital Market Assumptions by Asset Class. It clearly shows that over time long term returns of equity asset classes outperform and are expected to continue to outperform bond and fixed income securities. This is a trend that has been established for well over 100 years. However, as many Canadians are approaching retirement, or are already in retirement that may very well last longer than their working carrier, this is a significant concept to understand and to deal with.
We’d love to have you join us for our new workshop on Wednesday April 26th from 12:00pm to 1:00pm.
This new session is geared towards those who took a lump sum from their Nortel Pension. We will be presenting a case study of an investor who took a lump sum commuted value payment in the past that shows how to create income from your LIRA or LIF to last a lifetime. We’ll also help you understand what an advisor can do for you.
A light lunch will be served.
Please contact Erin Boudreault at 613.271.6675 or email@example.com to RSVP today.
Recently there have been a number of stories in the media that do not look kindly on my profession. Earlier this year we sent out a survey to our clients to ask them if they were getting value from The Delfino Group.
We used a questionnaire that appeared in the Globe and Mail on January 7th that asked investors 18 questions regarding what an advisor does for them.
The rating system evaluated whether or not an advisor provided value. The scoring system below was based on the number of “Yes” answers. The more “Yes” answers, the more value and advisor provides.
14 and up: Solid Value
11 to 13: Not Bad
8 to 10: Just OK
5 to 7: Weak
4 or Less: See ya
The final responses are in & our clients gave us a grade of 94% in terms of us providing value. Thank you for the confidence you place in our team! We were lucky to have a 40% response rate to the survey and on average scored 17 “Yes” answers out of the 18 questions, positioning The Delfino Group in the “Solid Value” range.
If you are not happy with the service and advice that you are getting from your financial advisor take the survey yourself to rate your advisor & gain a better understanding of the situation. If you would like to find out more of what we do at The Delfino Group contact me at 613.271.6610 or at firstname.lastname@example.org.