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Money Advisor Wealth Management

Money Advisor Wealth Management Worldsource

Worldsource Financial Management Ltd.

Investment Services

Investments, a financial vehicle for growth

To have success with your investments you need:

  • Our Knowledge – because there’s just so much information you have to keep up with. There are so many variables that can affect your investments, and they’re changing all the time.
  • Our Experience – because there’s nothing that can take the place of experience, especially in the world of money and investing.
  • Our Process – because the tried and proven principles of successful investing – strategies that include diversification and personally tailored asset allocation based on your risk tolerance have proven to be the most effective ways of producing wealth over time.

Money Advisor Wealth Management 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

 

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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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