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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.

Insurance & Estate Planning

We help protect your most precious assets: your life, health, family and lifestyle.

ESTATE PLANNING

When it comes to personal financial management, perhaps no topic is more essential — or more neglected — than estate planning. Estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues.

When properly structured, an estate plan can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected.

Money Advisor can help guide you through the estate planning process and to introduce you to some of the most important options available to you.

INSURANCE PLANNING

Taking time to understand how personal insurance can help protect you, your family and the things that are important to you is a good decision. You’ve insured your home, cars and personal belongings, but what about insuring your most precious assets … your life and health?

Money Advisor specializes in the following insurance services:

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Health & Dental Insurance
  • Private Health Service Insurance
  • Travel Insurance
GET STARTED
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  • We have been very impressed with Kevin’s passion, knowledge and genuine interest in achieving the best for our investments. He regularly gets in touch with us to review our situation and to make suggestions on any improvements. We have been more than pleased with Kevin’s service and would highly recommend him.

  • 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.