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Kingston, ON Contact

My Team - Financial focuses on the unique needs of two specific types of client, business owners and individuals preparing to, or already retired. We focus on these types of individuals because they require and deserve a high level of specialized and… Read more »

Area serviced: Kingston, ON

6135306022

Tony Bertrand, CEA
Branch Manager & Wealth Advisor

Oakville, ON Contact

Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Toronto, ON

905-399-2177

Peter Bertrand, CEA
Wealth Advisor

Oakville, ON Contact

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;… Read more »

Area serviced: Oakville, ON

289-681-2652

Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Toronto, ON

Area serviced: Oakville, ON

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

Wealth Advisor

Worldsource Financial Management Inc.