A personalized approach to financial planning designed to help you and your family prosper now and over time!
INVESTMENTS
- Mutual Funds
- Segregated Funds
- GIC’s
- Annuities
INSURANCE†
- Life
- Disability
- Critical Illness
- Long Term Care
- Individual Medical & Dental Plans
- Group Medical & dental Benefits
- Travel Insurance
ACCOUNT TYPES WE OFFER
- RRSPs, RRIFs, & Registered Locked-in Plans
- Non-Registered Accounts
- Disability Registered Savings Plans (RDSP)
- Group RRSP
- Pension Plans
- RESPs
- TFSA’s
The information contained herein has been obtained from sources, which we believe to be reliable, but we cannot guarantee its accuracy or completeness. Worldsource Financial Management Inc. accepts no responsibility for the information contained herein. Readers should consult their own subject matter experts for advice on the specific circumstances before taking any action. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values frequently change and past performance may not be repeated. Please read your funds simplified prospectus before investing.
