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Plan for tomorrow today!
Plan for tomorrow today!
My name is Jacques Bernier and I'm a Financial Professional and Insurance Agent. I work with individuals and families from diverse backgrounds, offering personalized solutions and making retirement planning accessible. I can show you how anyone can achieve financial freedom with simple, updated real world strategies. Even if you’re behind on savings!
I work with many of the largest and most respected companies. To make sure every that family understands how money works. I make this as easy and stress free by helping you find the best options for your needs. This includes:
Canadians who work with a financial advisor are 33% less stressed about money, and 23% less likely to have lost sleep about financial worries.
Sources:
And
FP Canada. (n.d.). Default. https://www.fpcanada.ca/planners/2024-financial-stress-index
Overall, families from all backgrounds who work with a financial advisor made the best financial decisions, better investments, less debt and emergency savings.
Source:
Value of Advice | IFIC.ca. (n.d.). https://www.ific.ca/en/policy_topics/value-of-advice/
Families working with a financial advisor saw retirement savings grow by 55-60%, and average households who had an advisor for 15+ years increased savings by 2.3x compared to those without one.
Source: Research Reports | IFIC.ca. (n.d.). https://www.ific.ca/en/research-reports/
And
CIRANO /Summary / More on the value of financial advisors - CIRANO. (n.d.). https://cirano.qc.ca/en/summaries/2020RP-04
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