Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through The Freedom Management Group.
100 Main Street South,
Kenora, Ontario, P9N 1S9
(Overlooking Kenora’s Harbourfront)
Weekdays: 9AM - 5PM
The view of TheTransition.Coach, based on twenty-five years of industry experience, is that handling critical life events successfully is the most important period of a family’s financial life. This is why The Transition.Coach exists. We specialize in guiding families through this pivotally important period successfully.
This period is so important, and the stakes are so high, that it is best coordinated by a specialist. Your family deserves more than a generalist financial advisory relationship. If you had a heart condition, you would seek out a cardiologist specialist, rather than a general practitioner. If you were charged with murder, it would make sense to find a murder defence specialist with a successful track record defending people charged with murder, rather than to stick with the lawyer who helped you with your will update, or your home purchase.