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Client relationships Client relationships

Strengthening the advisor-client connection Strengthening the advisor-client connection

Educate your clients

Become a trusted source for information

Vanguard offers a wealth of educational resources for you to share with clients.

 

Take action

Use these resources to help strengthen connections with your clients.

Plain talk education centre

Educate your clients on a wide range of investing topics with the help of our plain talk brochures, articles and questionnaires.

ETF education centre

Take your clients' ETF knowledge to the next level. From the very basics to advanced portfolio strategies, our education centre helps demystify the world ETFs.

Vanguard's principles for investing success

Share research and materials on the four simple principles we believe are key to your clients' success.

Tools

Our convenient tools allow you to compare fund details, analyze cost differences and create investment portfolios using data from Morningstar, Inc.

Cost simulation

  • Discover the difference that low costs can make over the length of an investment.
  • Customize initial investment amounts, anticipated annual returns and holding periods.
  • Analyze the cost difference between ETFs and mutual funds.

Fund comparison

  • View side-by-side comparisons of Vanguard ETFs and products from many other fund families.
  • Use data from Morningstar, Inc., to compare returns, expenses and more.
  • Find a Vanguard ETF to fill a gap in your clients' portfolios.

Investor questionnaire

  • Start a conversation by having your clients answer 11 simple questions.
  • Review our sample asset allocation results.
  • Have clients take the questionnaire again for different goals.

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Handle tough conversations 

 

Commissions, management fees, and expenses all may be associated with investment funds. Investment objectives, risks, fees, expenses, and other important information are contained in the prospectus; please read it before investing. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. Vanguard funds are managed by Vanguard Investments Canada Inc. and are available across Canada through registered dealers.

This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation. Investors should consult a financial and/or tax advisor for financial and/or tax information applicable to their specific situation.

All investment funds, including those that seek to track an index are subject to risk, including the possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. While the Vanguard ETFs are designed to be as diversified as the original indices they seek to track and can provide greater diversification than an individual investor may achieve independently, any given ETF may not be a diversified investment.

All monetary figures are expressed in Canadian dollars unless otherwise noted.