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

Why People Entrust Us

The reason why clients appreciate working with TheTransition.Coach is knowing that navigating a critical financial transition successfully could mean the difference between a confident and optimistic future, or one fraught with uncertainty.

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.

If you are about to navigate a challenging financial transition, it makes sense to explore the benefits of working with a specialist. Put another way, a non-angler will catch more fish utilizing the services of a capable fishing guide.

Receive your personal copy of the “Right Fit Package” to find out more specifics on whether your transition and resources qualify you to work with TheTransition.Coach.