Investors Source Wealth Management is a boutique financial planning firm that offers customizable solutions to assist clients in achieving their financial goals and dreams.

Our full-service financial planning process covers all aspects of wealth. We create it, manage it and incorporate tools to ensure true sustainability.

The proprietary financial planning process and unique customizable financial structures provide individuals, families and businesses with access to specialized financial products all under one roof. Our management ensures transparency and confidence to the client that their needs are being met.

Our team is not just employees, Affiliates or owners of Investors Source Wealth Management. Our extensive network includes industry consultants and leading professionals with these designations:

  • Certified Financial Planner
  • Registered Financial Planner
  • Certified General Accountant
  • Chartered Financial Analyst

Internally, our team consists of well respected, financial planners, advisors and affiliated insurance agents in the Central Ontario region.

We are available in Toronto and Barrie.

Corporate Head Office
117 Bayfield Street
Suite 101
Barrie, ON L4M 3B3

Toronto Working Location
Transamerica Building
5000 Yonge Street,
8th Floor,
Toronto, ON M2N 7J8

Call our corporate head office today at 705-733-3338