Our Services

Reporting & Reccommendations

Accurate and detailed reporting is a key component in our role as advisors to our clients.

Mutual funds and segregated funds provided by companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Stinton Financial Group Inc.

Family Trusts

  • Use of Trust and Income Splitting
  • Compenstation Arrangements
  • Tax Efficiency of Different Income Streams

Custom Reports

  • Reports of Investment Portfolios
  • Summaries of Insurance Portfolios
  • Retirement Projection Reports

Estate & Retirement

  • Wills & Trusts
  • Insurance Reviews
  • Retirement Income Projections
  • Reviews of Existing Insurance Portfolios

Current Position

  • Net Worth
  • Personal and Financial Goals
  • Asset Allocation