About Us

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through TheTransition.Coach.

Contact Us

100 Main St. S. (Second Level),
Kenora, Ontario, P9N 1S9
(Overlooking Kenora’s Harbourfront)


Weekdays: 9AM - 5PM
Weekends: Closed


At TheTransition.Coach we work with people experiencing a critical, challenging, important life event, also known as a financial transition. Find out if you’re the “Right Fit”.


The reason why clients appreciate working with TheTransition.Coach is knowing that navigating a critical financial transition successfully means the outcome is a confident and optimistic future.


Successful relationships are based on great conversations. Successful financial results are based on disciplined strategies to achieve your preferred vision of the future.

“…Having a contact with reality that filters out incompetence.“