June 2017 Book a Meeting
Back to Basics!

What problems does the financial industry solve for Canadian consumers? Where is the value added for interacting with the financial industry and why use an Advisor versus doing it yourself online? To address these questions, here is a refresher on why the financial industry exists in the first place.

Simply speaking, there are two basic functions for the financial industry...

The first is providing transaction processing and credit access, which includes bank deposits for pay cheques...

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Can You Be Over-Insured?

Determining how much to insure the items we own and use every day is not too difficult – all we have to do is determine their relative value and insure them to that amount so that they can be replaced in the event that they are stolen, lost or destroyed.

Conversely, it is not quite so easy to place a monetary value on a human life, so how do we determine how much is an appropriate amount for life insurance?

If a married couple wants to guarantee that...

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Identifying Alzheimer’s Symptoms

As the human brain ages and matures, it’s perfectly natural for memory to undergo a great deal of changes. The brain becomes less pliable and less able to form memories, which can lead to occasional forgetfulness or absent-mindedness.

More severe symptoms might be a sign of something more serious, such as Alzheimer’s. According to research collected by organizations like the Alzheimer’s Society of...

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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 and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Additional services provided through Claymore Financial Group.
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74 Walnut St. S. - Hamilton, ON L8N 2L3
Ph: (905) 522-5901