- B.C. investors edge out Alberta's for highest score on BMO Nesbitt Burns' Savviest Investor Index- Study finds 84 per cent of Canadians are generally confident that they're managing their investments well; however, many don't have a financial plan, know their investor profile or what investments they hold- An investment advisor can help with managing your portfolio, creating a written financial plan and providing other advisory services such as insurance, business succession planning and tax & estate planning