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.
100 Main Street South,
Kenora, Ontario, P9N 1S9
(Overlooking Kenora’s Harbourfront)
Weekdays: 9AM - 5PM
People experiencing these events, or anticipating these critical life events have crucial decisions to make. Our clients appreciate having the confidence that their major financial transitions occur with the least amount of stress, and the most amount of benefit.
These clients are typically between age 45 and 70, who appreciate having a specialized, expert team to guide them through the process of transitioning through their event professionally and efficiently, so they can look forward to a bigger future with optimism and anticipation, instead of apprehension. They are financial delegators.
These client usually have the added pressure of funding their own income stream past their working years, since they usually lack a government pension, other than basic CPP and OAS. This added pressure necessitates allocating their resources in a way that gives them the highest likelihood of accomplishing their financial goals.