Our goal is to help you build, protect and manage your financial well-being. We're here to help you tailor an investment solution based on your unique needs.

A financial services professional will examine your current situation, help determine where you want to be in the future, and then establish the best route to get you there.

Financial Services for individuals and families

• Canadian & US Dollar Bank Account*
• Mutual Funds
• Guaranteed Investment Certificates (GICs)*
• Life Insurance
• RRSPs
• RESPs
• RRIFs
• RDSPs
• Mortgages
• Long Term Care Insurance
• Tax Free Savings Accounts

Out-of-Country Travel Insurance

Out-of-Province Travel Insurance

Financial Services for Businesses

• Employee Group Health Benefits
• Key Person Insurance
• Buy-Sell Insurance
• Group RRSPs
• Business Investment Savings Account - Canadian Dollar*
• Business Investment Savings Account - U.S. Dollar*
• Employee Pension Plans
• Individual Pension Plans
• Guaranteed Investment Certificates (GICs)
• Canadian & US Dollar Bank Accounts

For more details, browse through our site, or  contact us today.

Mutual Funds distributed by Worldsource Financial Management
* Deposit products offered by ING Bank of Canada & Manulife Bank