banner
 
November 2018 Book a Meeting
 
 
Putting You in the Picture

It is that time of year again when news broadcasters turn our thoughts to the how the world and the investment markets may run into trouble. There are special reports stating that markets are at record levels, interest rates are rising, Trump, Trump and more Trump, trade deals, China, the end of globalization, inflation is rising, inflation is a non-factor...well you get the drift.

You can pick any number of reasons to be nervous but the reality for most people is these macro-economic factors have little bearing on your personal situation.

Let us put you back in the center of the financial picture of...

    Read More
 
Boomer Advice to Young People: Invest Early & Diversify

When asked if they had any regrets, Baby Boomers wished they had started investing and saving at a much earlier age. Hindsight being 20/20, the Boomer generation can pass on some much needed advice and guidance to their kids and grandkids.

It is normal for younger people to focus on earning money to accommodate their lifestyle but few have the foresight to pay themselves first. It is easy for younger generations to imagine their whole life ahead of them and have the attitude that of course I’ll be financially set when I’m ready to retire’.

Invest Early and Often

Beginning to invest early in life can help...

Read More   Print PDF
 
Holidays: The Best Time to Talk About Estate Planning

The holidays are a time for family to gather together and share in the warmth of the season. If family members live at a distance, the holidays also provide one of the only opportunities of the year when adult children can sit down with their parents and siblings to discuss practical matters.

As we speak with our families about the well-being of our parents and planning for the future, the topic of the legacy that they will leave behind may come up for discussion.

While it may seem an inappropriate conversation to have as the turkey is being passed, in the right circumstances, the holidays can provide the perfect setting for a relaxed...

Read More   Print PDF  
 
 
 
Our Website
 
 
Meeting
 
 
Our Services
 
 
 
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the 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 provided by the fund companies are offered through Worldsource Financial Management Inc. Robert Duncan is affiliated with RIS Insurance only and does not offer products and services through Worldsource Financial Management Inc. Insurance & segregated fund products are sold by Sherman Friesen personally and not through Worldsource Financial Management Inc.
 
The Complete Wealth Management System
#320 - 6165 Hwy 17A - Delta, BC V4K 5B8
Ph: (604) 839-2824
 
 
Life is 10% what happens to you and 90% how you react to it.
 
Charles R. Swindoll