• Optimized-group1

    Are retirement worries keeping you up at night?



    We can help.



  • Optimized-group1

    As independent financial planners, we understand the importance of investing wisely and having clear financial goals.

Financial, Retirement, Estate and Tax Planners

Whether your financial situation is complex or not, we can offer solutions to simplify your investments, lower your taxes and increase your income.

Our clients include individuals, families, corporations, trusts, group plans, individual pension plans and non-profit organizations.

Our Mission:

    • To provide the highest quality financial, estate, tax and retirement strategies possible.
    • To increase retirement income by maximizing investment returns while minimizing risk and taxes.
    • To increase estate values by minimizing tax, legal and probate fees.
    • To expose clients to the best tax advantaged products the industry has to offer and at the lowest cost.

What is Financial Planning?

~NEWS AND ANNOUNCEMENTS~

Worldsource Financial RRSP Contribution Slip Mailing Dates:
Mar 4 - Dec 31/14 - Mailed on Jan 19, 2015
Jan 1 - Jan 9 - Mailed on Jan 19, 2015
Jan 10 - Jan 16 - Mailed on Jan 23, 2015
Jan 17 - Jan 23 - Mailed on Jan 30, 2015
Jan 24 - Jan 30 - Mailed on Feb 6, 2015
Jan 31 - Feb 6 - Mailed on Feb 13, 2015
Feb 7 - Feb 13 - Mailed on Feb 20, 2015
Feb 14 - Feb 20 - Mailed on Feb 27, 2015
Feb 28 - Mar 2 - Mailed on Mar 6, 2015

Tax Slip Mailing Dates:
T4RSP/T4RIF/RL2/T5/NR4 - Feb 13, 2015

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