Targeting Financial Success
We're here to tailor an investment solution based on your unique
needs, your attitudes toward investing and your tolerance for risk.
A financial services professional will examine your current
situation, help determine where you want to be in the future, and
then establish the best route to get you there.
For Individuals & Families
- Canadian Dollar Investment Savings Account*
- US Dollar Investment Savings Account*
- Mutual Funds
- Segregated Funds
- Guaranteed Investment Certificates (GICs)*
- Universal Life
- RRSPs, RIFs, LIRAs
- RESPs
- Annuities
- Mortgage Referral
For Businesses
- Employee Group Health Benefits
- Key Person Insurance
- Buy-Sell Insurance
- Group RRSPs
- Business Investment Savings Account - Canadian Dollar*
- Business Investment Savings Account - U.S. Dollar*
- Deferred Profit Sharing Plans
- Employee Pension Plans
- Individual Pension Plans
- Guaranteed Investment Certificates (GICs)*
For more details,
contact us. You can also
e-mail us and we'll
answer within one business day.
Mutual funds distributed by Worldsource Financial
Management Inc., - mutual fund dealer
