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Money Advisor Wealth Management

Money Advisor Wealth Management Worldsource

Worldsource Financial Management Ltd.

Insurance & Estate Planning

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

 

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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.
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