Telephone: (403) 244-7400

323 - 11th Avenue North East

Calgary, Alberta T2E 0Z2

Multi Generation Wealth Management

"By 2050, the number of older persons will be twice the number of children in developed countries, and the number of older persons in developing countries is expected to double. This trend will have profound effects on countries and individuals." Secretary General Ban-Ki-moon

By carefully listening and considering the dreams and desires of the elder generation and those of subsequent ones, we can enhance the financial well-being of multiple generations. Whether you are looking to protect your family now and into the future or concern about education of your children or grandchildren we have extensive experience in helping you achieve these goals.

In order to facilitate the required strategies we offer:

  • Comprehensive Financial Planning
  • RRSP's, LIRA's
  • RRIF's, LRIF's
  • Annuities
  • RESP's (Registered Education Savings Plans)
  • TFSA (Tax Free Savings Accounts)
  • IPP (Individual Pension Plans)
  • Managed Funds
  • Segregated Funds
  • High Yield Savings Accounts
  • GIC's
  • Discretionary Investment Management 

         (That are approved by Worldsource Financial Management Inc.)

  • Tax Advantaged Portfolios


Various Risk Management Risk Management  Strategies