Protection. Progress. Prosperity.
Our investment approach focuses on key principles and strategies. One of the key principles is our personalized and customized approach to meet the needs of our clients through quality products and client service; and, we do not believe in locking our clients into any term investment. We believe clients should be able to move investments from one firm or bank to another without penalties or fees. We are active management fee based advisors.
Services: Estate Planning, Active investment management (registered and non-registered accounts), Insurance (life, health, critical illness and disability) and investment tax advice.
Peter Bertrand, B.A., MSc.Ed., CPCA, CEA
Worldsource Financial Management Inc.
I acquired the Certified Executor Advisor designation in 2017 in order
to fill the gap in my knowledge; several of my clients were dealing with the responsibilities
and duties of being Executors. Having
this designation has enriched my Estate Planning advice, and benefited my
clients further by having their affairs in order. This results in better harmony, especially in
blended family situations.
Having over 12 years of experience as an independent financial advisor, I
have a passion for helping clients accumulate wealth, preserving that wealth
and providing effective income strategies in retirement. My clients know they can depend on me and my
network of specialists to help solve their challenges and take advantage of
opportunities they may encounter while they realize their goals and dreams.
I specialize in working with individuals, families and business owners
whether they are in retirement or will be making that transition in the next 5 –
say the hallmark of my business is my close communication with each client and
my frankness to their concerns.”
areas: Investments, Insurance, Estate Planning, Wealth Transfer, Retirement
and Tax Planning.
A Chartered Professional Accountant with 9+ years of public practice experience combined with Corporate, Estate and Tax Law knowledge. I run an accounting practice and happy to connect with new people.
Being an education enthusiast, I love teaching accounting and tax courses as a hobby. Outside work, I am earnestly doing volunteer work for social causes, my alma maters and networking-recruiting events. I am a firm believer in Denzel's saying "At the end of the day, it is not about what you have or even what you've accomplished. It's about who you've lifted up, who you've made better. It is about what you've given back".
Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development, pension commutation, or complex cases.
Eileen has over thirty years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles in the key business areas of: information technology; marketing and communications; business development; product management and development; dedicating several years to large and corporate insurance case consultation for advisors.
Eileen is insurance licensed, completed the Canadian Securities Course, and has the Elder Planning Counselor and Certified Executor Advisor designations. She has over fifteen years of experience in executive roles on boards and committees, from being the international chair of a systems users group to Secretary, Treasurer, Vice-President, and President roles on various boards. Her volunteerism has been dedicated to CEAN, community and charities for causes of poverty, the environment, the elderly and board member education.
Tracy has worked at Graham Mathew Professional Corporation since 2001. Most of her focus is on personal and estate income tax. She enjoys being able to work closely with her clients and to bring understanding to complicated situations. Client service is a priority. Read what her clients have to say ...."I just want to take a minute to thank you for all your help with everything you have done for us. I know you are just doing your job but you go above and beyond to make people feel comfortable about the process and answer on going questions ." (DD) ..."Thanks again for the great service you give me" (VA) " ....your judgement, thinking and wisdom are such a gift to us as clients and therefore like Mom and Dad we feel like we are your friend/neighbour who is being treated with such respect." (AB) .."Thanks for all your hard work, your efforts make our tax season very easy" (RM)
I am the Assistant Branch Manager at Connect First Credit Union and will be dealing with members and potential members when a family member passes, and help them through the Estate process with the accounts held with us.
I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing comprehensive wealth management planning.
Currently employed as an Estate Planning Specialist at CIBC Wood Gundy.
I specialize in advanced estate and tax planning strategies as well as family and business succession plans.
Jessica is a lawyer with more than a decade of experience
assisting all levels of clients on a wide range of legal matters, specializing
in estate planning and estate administration. Jessica noted through personal experience
that there is a need for consolidated guidance for Executors/Administrators in
one place as services are typically scattered amongst different professions, many
of which cannot see the overlap or connection between the services they offer.
She is passionate about bringing such guidance into one place by cofounding and
operating Next Step Executor Services which provides guidance from start to the
winding down of an estate. Her network of professionals work together to
provide an Executor with as much or as little support as they desire in
fulfilling their duties.
Portfolio Manager holding Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM) designations. Fellow of the Canadian Securities Institute (FSCI), certified in Responsible Investing (RIAC), MTI candidate.