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Money Advisor Wealth Management Worldsource

Money Advisor Wealth Management Worldsource

We’re dedicated to personal service UnBank your Future with Trust, Honesty and Integrity.

Why Money Advisor

Whu Money Advisor

PLAN

We’d like to think your existing bucket list is just a warm up — provided you’re ready to ask the question, “What if…? What if your future had no limitations?”

The sum total of your life touches the generations before and after you, and that’s a long time. As we come to understand and appreciate the details of your life, no one will give you better advice or treat your investments with greater respect.

Let’s talk about your obligations, goals and dreams, but more importantly let’s devise a plan to make your future a sought-after destination. Isn’t it time to re-engage your imagination and discover how you’d like to finish that question?

PROTECT

Life happens. And one day — out of nowhere — things change. Unforeseen ripples seem to hijack your confidence. Are you ever really prepared for the unexpected? The obvious solution is insurance, but we look beyond the evident.

Our approach is holistic and proactive. We believe in conservative choices and diversification. We also believe in being comprehensive, competitive and very transparent. We ask thought-provoking questions because they help uncover potential problems; they often reveal what’s vulnerable, liable and fragile. Simply put, we believe in protecting that which matters the most: your family, your future and your finances.

PROSPER

True prosperity evolves from working with a team of extraordinary people. They are the best and the brightest, and this is who we choose to work with. As Financial Advisors, it is no coincidence that we are aligned with impartial yet exceptional money managers because there’s one goal that we have in common: growth.

But we seek to build more than just the numbers with you. Our focus is integrative, inclusive and organic. We are more interested in creating a holistic plan that covers every facet of your future. There’s a reason why ‘trust, honesty and integrity’ are synonymous with Money Advisor Wealth Management — today and years from now.

  • 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.