A Financial Planner is an important member of your business planning team. Your advisor is a trained professional who can help you build a bridge between your profession or business, your investments, and your family estate. Whether you require services for your corporation or family business, we have the products, service, and knowledge to help you better manage and plan for the future. Our team can help your business grow and prosper, by providing you with financial advice and knowledge on many business and corporate planning related areas including:

• Group Retirement Consulting
• Group Registered Retirement Savings Plans (GRRSP)
• Deferred Profit Sharing Plans (DPSP)
• Defined Contribution Pension Plans

• Executive Retirement Planning
• Registered Retirement Savings Plans (RRSP) – including self-directed plans
• Individual Pension Plans (IPP)
• Retirement Compensation Arrangements (RCA)
• Non-registered investment plans

• Corporate Investments

• Succession Planning Considerations

Please contact us for further information on the business and corporate solutions we have available.

 

Worldsource Financial Management Inc., Sponsoring Mutual Fund Dealer.
Additional products and services provided by PIB Financial.