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.

Our clients have approached us to provide solutions to the variety of situations that they have found themselves in. Many of these situations are too distressing to mention on a website.

People often approach us just looking for a second opinion. What they receive is a complete resuscitation of their financial life.

We fix broken investment plans.

Below are a few examples of what we can mention on how we have assisted individuals, families and businesses.

  • We have worked to fix the investments of the client trapped into buying products offered by the career agent whose compensation increases for selling head office products.
  • We have diversified the investment portfolios of clients who hold the same investment or class of investment in all their accounts. The result is complete diversification and assets no longer moving in tandem.
  • Investors Source creates “pension plans” since most individuals are not in the enviable position of having a company pension. Our Guaranteed Pension Plan Structure™ offers a 5% income bonus, death benefit guarantees and guaranteed income for life.
  • We have simplified the investment holdings by the “returns chasing advisor” who has created charges up to 2% of a clients investments or by incurring unnecessary sales charges to the unsuspecting investor by constantly and without explanation, moving the money.
  • We have encouraged the use of borrowed capital when suitable and we have de-leveraged clients when appropriate.
  • We have prevented family disputes by creating estate plans that create an environment of peace between adult children and their parents.  We ensure that inheritances are delivered as they were meant to be. We work to establish the creations of Family Trusts, Value Trusts and Hanson Trusts.
  • We have assisted in creating and establishing succession plans for entrepreneurs and their families.
  • We listen.

    How Do I Know If My Plan is Broken?

    Do any of these seem familiar?

    • It doesn’t seem to be keeping pace with everybody else.
    • Tax or income levels have changed and my plan hasn’t.
    • My personal circumstances have changed.
    • It does not seem to deliver the promised results.
    • I have had a major cataclysmic event in my life.

    Fixing a broken investment plan takes on a wide breadth of responsibility. It is the time devoted to understanding the needs of the client, aligning their investments to their goals and dreams, executing the strategies and making appropriate and timely adjustments as the needs or goals change.

    At Investors Source Wealth Management we are there for our clients. Our time is dedicated towards increasing our knowledge and that of our clients. Financial literacy is not a buzzword, it is a necessity.

    Our clients make intelligent, strategic decisions to enhance their overall situations. Our structures work.

    From estate planning issues to helping Canadians prepare for the problems in the areas of aging population, health care, taxation and income levels, we fix broken investment plans.

    At Investors Source Wealth Management, we create, sustain and manage wealth.