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Julie Carl

Julie Carl

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About Us

Since 1978, we have been providing clients in Ottawa, Gatineau and surrounding areas with sound, professional and unbiased financial advice. Our philosophy has remained unchanged through the years and that is to make what can be a complex process, straightforward and easy to understand.We partner with numerous investment management and insurance firms to ensure that our clients benefit from the best available products and services. We challenge the methods in which traditional and non-traditional banks and other financial firms provide services to meet the needs of their clients.

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Future Financial Planning Group and term/mart Insurance Agency Ltd. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.

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