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January 2019 Book a Meeting Client Login
 
 
BHAG for 2019!
 
 

As you look to 2019 for a fresh beginning, we invite you to set your intentions to have a breakthrough year! To do that, you are invited to reach for and set some Big Hairy Audacious Goals (BHAG)!

That’s right! Why look to set incremental goals when you can set goals that cause you to expand your horizons and reach for results beyond your wildest expectations. The idea is to invite yourself to reach beyond what you think is possible or realistic with your goals.

Perhaps this means that you will need to examine and stretch beyond limiting beliefs that hold you back from...

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How to Get the Most from Your RRSP
 
 

Introduced in 1957, the Registered Retirement Savings Plan (RRSP) is an incentive program to entice the Canadian population to save for retirement. In order to get the most from this type of savings vehicle, it is essential to plan future investments and avoid panicking to meet deadlines or taking action without fully understanding the long-term effects.

Let’s take a look at some of the most practical investment strategies to get the most from a savings scheme like the RRSP:

Make regular RRSP deposits

Most families make use of a monthly budget...

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Dealing with the Challenges of Eldercare
 
 

Scott Havens has been a great friend to everyone he’s met. Friends love Scott the mechanic from Vancouver because he helps them with car troubles and just about anything with an engine that gives them problems. He’s been known to help complete strangers stuck on the side of the road.

But this 35-year-old was not prepared to help his mother with her elder care needs. Anne Jenkins lives in one of the high rise apartments that pepper downtown Vancouver and recently discovered that her Parkinson’s Disease is advancing more quickly than expected. She stopped work and Scott has temporarily moved in with her to take care of her as her disease worsens. Now, Scott fears for the future...

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It always seems impossible until it’s done.
 
Nelson Mandela
 
*Brian Kennedy and Keith Dunbar are not registered in any capacity with Worldsource Financial Management Inc. (WFM). WFM is responsible for mutual fund-related business activities conducted by its Registrants, and is not responsible for the business activities of other related or unrelated individuals and/or organizations. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation (CDIC). For funds other than money market funds, unit values change frequently. For money market funds ,there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated. The information in this email newsletter is general information only and is the opinion of the owners and writers. It is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. The information contained here may include estimates, projections and other "forward-looking statements." Actual events may differ substantially from those presented herein. We make no representation that future investment performance will conform to past performance and it should never be assumed that past performance foretells future performance. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Please consult an appropriate professional regarding your particular circumstances. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Additional products and services are provided by Dek Financial Group.