Financial Planning

Financial planning is often confused with product sales and investing. According to Canada’s Financial Planning Standards Council (FPSC), people misunderstand what financial planning actually is and the value it offers Canadians.

Professional Investment Management

At Investors Source Wealth Management we have determined that most Canadian investors should have better performance, better income, better tax deductions and better investment opportunities made available to them.

Tax & Estate Planning

Strategically planning the transition of an estate is complicated for a standard nuclear family.  If a family has a variety of different dynamics such as second marriages, natural children and step children, things can rapidly take on a new level of complexity. 

Accounting Services

As a client of Investors Source Wealth Management, we strive to ensure that you are happy with the professionals that you work with.  It is our goal to have clear and precise service providers with disciplines that compliment a client’s overall financial plan.

Insurance Protection

At Investors Source Wealth Management, our consultants are life insurance licensed and can offer suitable protection for all stages of life.  We also provide investment strategies utilizing segregated funds.

Tax Deductable Mortgages

Learning how to reduce your income taxes is an ongoing educational process. It often seems as though the government is regularly creating new and inventive ways in which to make Canadian wealth more taxable as opposed to tax efficient.

Pension Plan Creation

The glory years of the guaranteed pension plan for the average Canadian worker are rapidly fading into the pages of history. As the world has become more cost conscious and price competitive, large corporations appear to be downsizing their labour force, offering contract work rather than full time employment and in many cases have simply shut down their facilities and opened up operations in countries where the labour force is less expensive.

Divorce Counselling

Canada’s national reality, regardless of cultural upbringing or religious affiliation, is that many marriages today end in divorce. The older you are, and the longer you have been married, the likelier you are to stay together. However, it is not uncommon to see 35 year marriages fall apart once the kids move out and the common goals fade away.

Broken Investment Plans

Over the past 25 years, the expert consultants at Investors Source Wealth Management have seen a wide range of investment plans and strategies. We have seen the bad, the ugly and the downright scary. At Investors Source Wealth Management our skills and professionalism are widely needed and in high demand.