What Is It?

The Wealth Partner Structure™ was created to utilize the services of Canada’s elite investment talent.Investors Source Wealth Management has been granted an exclusive relationship with portfolio managers that traditionally advise clients of high investment. This structure compliments the financial plan.

Is This For Me?

If you are an investor who feels that you have outgrown the traditional bank, insurance or mutual fund relationship, then this structure is for you! The Wealth Partner Structure™ focuses on wealth sustainability and goal oriented investment planing. It provides you with peace of mind while maximizing portfolio efficiency.

Benefits to You

  • Professional money management*
  • Goal and time horizon planning
  • Tax efficient investing
  • Customized individual solutions
  • Tax deductable managment fees**
  • Multiple layers of professional counsel, team approach

The Brochure

Click on the or icons in the embded pdf below to print or download the brochure.

Note: if the brochure pdf does not appear below then you can download the brochure by clicking here.