It's about...
- respecting market history
- understanding the present
- providing security for the future
- principles not products
What is your wealth creation plan?
Products/Plans and Services
- LIRA's
- RESP's
- Mutual Funds
- Portfolio Analysis
- Tax Planning
- TFSA's
- RRIF's
- Segregated Funds
- RRSP's
- LIF
- Retirement Planning
Our partnership with Worldsource Financial Management provides us with the ability to provide independent advice while maintaining flexibility and diversity in helping you decide which products best meet your individual circumstances.
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Kechnie Health & Wealth Management Inc./Kechnie Benefits.
KECHNIE Investments Services: Investment Updates
All you need to know about investing in the current Market:
- June 2021
- March 2021
- December 2020
- September 2020
- June 2020
- March 2020
- December 2019
- September 2019
- June 2019
- March 2019
- December 2018
Not on our mailing list? If you would like to receive our Investment Updates, email Investments@Kechnie.com to let us know.
We're ready to serve:
Ann Ball, CIM, FCSI, PFP, FMA
Investment Specialist
KECHNIE Investment Services/
Worldsource Financial Management Inc.
Ann.Ball@Kechnie.com
1-866-710-7080 — Option 1
Jeff Kechnie
Investment Funds Advisor
KECHNIE Investment Services/
Worldsource Financial Management Inc.
Investments@Kechnie.com