• 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?


December 23, 2016 - Last day for Canadian and US tax loss selling
December 30, 2016 - Last day for RESP contributions, 2016 charitable contributions and 2016 TFSA contributions

Corporate class update
The 2016 Canadian federal budget proposed to change the rules relating to tax-deferred switching inside mutual fund corporations. The original effective date was October 1, 2016. Now, until December 31, 2016, investors can still switch from one class of funds to another on a tax-deferred basis.

Why Advice Matters When you could invest with advice, why would you invest on your own?

2017 Worldsource Financial Management Fee Schedule.
Click here to see the fees for various nominee plans. We are happy to announce that there are no increases. Note: These do not apply to client held accounts.

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