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.

Worldsource Financial Management logo

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.

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