TheTransition.Coach

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)

1.807.467.4425

Weekdays: 9AM - 5PM
Weekends: Closed

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Right Fit Process

“Right Fit” Qualification Questions to Proceed with TheTransition.Coach

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“Right Fit” Qualification Questions to Proceed with TheTransition.Coach

Name*
Desire to navigate an approaching, current, or anticipated important financial transition successfully.*
Look forward to working with a specialist to optimize your financial resources so you can rest easy knowing that things are going to be “OK” financially in the future.*
Investable assets in excess of $250,000.*
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