We are proud to be Wealth Advisors of Worldsource Financial Management Inc., our sponsoring mutual fund dealer and a division of Worldsource Wealth Management Inc., a fully integrated wealth management company that is focused on building financial prosperity. Worldsource Wealth Management Inc. is a fully owned subsidiary of Guardian Capital Group Limited which is a diversified financial services firm serving the needs of a range of clients.

We pride ourselves to a standard of excellence. Our ideal client is one who, regardless of account size, is interested in regular communication and advice. We are directly available by phone or email seven days a week. When you call or email, you are answered directly by us.  We do house calls for all clients, face to face meetings, and call or email them often. We treat our clients’ interests and needs first with integrity and honesty. We educate our clients and offer optional strategies free of charge.

A proud member of the Worldsource family

Our investment approach focuses on key investment principles and strategies to help deliver the desired solutions designed to meet the client’s investment objective, expectation, risk tolerance and time horizon.  One of the key principles is our personalized and customized approach to meet the needs of the client through quality products and client service; and, we do not believe in locking you into any term investment.  We think you should be able to move your investment from one firm or bank to another without penalty or fees.

We follow a disciplined investment approach through analysis, market research, and input from industry representatives and market experts. Beyond the strategies of diversification, our diligence includes monitoring and servicing our clients’ investment portfolios and discussing the recommended adjustments when necessary.  These recommendations include solutions from a variety of fund companies.

In using a detailed analysis of our clients’ family financial situations, we also offer free advice on estate planning and legacy protection in preparation for wealth transfer to their loved ones with minimal tax implications.