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Money Advisor Wealth Management Worldsource

Money Advisor Wealth Management Worldsource

Let’s talk about tomorrow. Today We believe in protecting that which matters the most: your family, your future and 
your finances.

Financial Planning & Investment Services

How We Can Help

Your Money Advisor Wealth Management Certified Financial Planner will work with you to 
create a financial plan that takes into account your goals, needs, and tolerance for risk. 
Whatever goal you are trying to reach or financial problem you are trying to solve, we can help.

The Money Advisor Wealth Management Process:

  • Clarify your Vision – We’ll gain a deep understanding of your needs, wants and goals to clarify your financial objectives and create a compelling vision of your future.
  • Understand your Situation – We’ll analyze your financial and personal information to match your objectives with time-tested strategies of wealth creation and preservation.
  • Develop a Strategy – Together we develop thoughtful solutions tailored to your 
objectives and lifestyle.
  • Implement the Strategy – Our trusted experts will execute your strategy so you can sit back and watch your money grow.
  • Monitor your Progress – We’ll meet for regular reviews to monitor and adjust your plan as your goals, needs and lifestyle evolve.

Investments: Your Vehicle for Financial Growth

To have success with your investments you need:

  • Our Knowledge – There are so many variables that can affect your investments, and they’re changing all the time.
  • Our Experience – Nothing can take the place of experience, especially in the world of money and investing.
  • Our Process – Our tried and proven principles of successful investing have proven to be the most effective ways of producing wealth over time.

Here are some of the financial products we can help you with:

  • Mutual Funds and Segregated Funds – every major fund company in Canada
  • High Interest Savings accounts for personal or Business Banking – get the highest possible daily interest rate with no Fees!
  • GIC’s and Annuities – nearly every major financial institution in Canada – we shop for the best rate!
  • RESP’s – take advantage of this Government program and save for your children’s education
  • TFSA – Tax free savings accounts
  • RDSP – Registered Disability Savings Plans
  • Cash Flow Investments – provide safe, reliable, tax efficient income from your registered and non-registered plans
GET STARTED
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  • 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

Are you ready to unbank your future?
Book your free, no-obligation consultation today.

Book Now

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.