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March 2020 Book a Meeting Client Login
 
 
Your Unique Financial Strategy
 
 

When creating a strategy for long-term financial success, there are many different factors that must always be considered. One of the most talked about factors - but often the least important over the long term - is the concept of market volatility.

During times of economic expansion investment prices tend to rise over a period of several years followed by a brief period of time when investment prices retreat.

So when examining investment market fluctuations, it is important to remember the...

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How Is Your Financial Parachute?
 
 

Most of us take for granted that we will be able to get out of bed every morning and go to work to earn a living. We base all of our financial plans on this seemingly obvious concept.

Our most valuable asset is the ability to earn an income. Unfortunately, it is also one of the most vulnerable and most of the undesirable things that can affect it are beyond our control.

You have life insurance, a medical and dental plan, and full coverage on your house, cottage and vehicles. But have you secured your most valuable asset against the greatest risk? The threat of a disability is greater than the other risks you routinely cover. Look at the...

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Inheritance Doesn’t Have to Wait
 
 

The Baby Boomers are making history as the largest retirement migration ever seen. However, it’s their parents who hold the most massive accumulation of wealth which is now being transfered to future generations. Estimated to be well in excess of a trillion dollars, the traditional rules of inheritance are changing.

More than half of Baby Boomers are expecting to share in this great wealth transfer, either through inheritance or while their parents are still alive. They, in turn, will need to consider whether they will hold on to it and pass it at their death, or give it to their kids while they are alive.

It is critical to determine, first, that you ...

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Try not to become a person of success, but rather try to become a person of value.
 
Albert Einstein
 
*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.