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Money Advisor Wealth Management Worldsource

Money Advisor Wealth Management Worldsource

Setting a course for your financial goals From growing your wealth to protecting your family, we’ve got you covered.

How We Can Help

Retirement Services

We’ll help you make the right financial choices now so you can live the retirement of your dreams. Then, we’ll help you maintain your investments and spend their profits wisely so your wealth lives as long as you do.

Financial Planning & Investment Services

We put the service back in financial services. Together we’ll create a financial plan tailored specially for you and choose the best investment options for your lifestyle and goals.

Insurance & Estate Planning

We help protect your most precious assets: your life, health and lifestyle. Our insurance and estate planning experts will help protect you, your family, and the things you value most.

  • Kevin has been a terrific addition to our financial picture and we wouldn’t hesitate a minute to recommend him to anyone who’s asked who we use.

  • Kevin was the first financial planner we’ve ever met with who brought together all of current finances, Incomes, RSP’s, Pensions, TFSA’s and matched that up with our expenses to create a true short term plan and a much bigger long term plan. Kevin also has a great team who provides him with a strategic plan in terms of our investments which is presented to us in an easily understandable way.

  • Kevin was great, he started by asking us a ton of relevant questions as he needed to know who we were as a couple, our short and long term goals. We in turn asked a ton of questions to Kevin as we needed to know who he was and how he worked with his clients.

  • We met with Kevin, based on a recommendation, and instantly liked what we saw and heard as he has a very calming confident demeanor.

  • We knew we needed to make a change from the financial planner we had at the time as we just didn’t have the confidence in this individual to guide or steer us to the next stage of our retirement years and quite frankly we were very concerned.

  • Trustworthy and personal, professional service. I believe it is Kevin’s demeanor that provides me with a high level of confidence and trust in his service

  • Professionalism, Confidence, Good Coffee, Parking, Made to Feel Important

  • Your commitment to us. You are genuine, honest and we feel like valued partners in our immediate and long term goals

Feel free to contact us with inquiries at any time! Contact us

Money Advisor Wealth Management

4 - 11010 46 Street SE
Calgary, AB T2C 1G4

Phone: 403.214.7215
moneyadvisor.ca

Worldsource Financial Management

Worldsource Financial Management Inc., Sponsoring Mutual Fund Dealer. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.

Other Products and Services are offered through Money Advisor Wealth Management.