Personal Financial Planning



We will help you choose the right investment account

Choose Non-Registered or Registered Accounts in any combination you wish to help you achieve your long-term financial goals:

  • Short-term non-registered savings plan
  • Non-registered investment plan
  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Registered Education Savings Plan (RESP)
  • Life Income Fund (LIF)
  • Locked-in Retirement Income Fund (LRIF)
  • Locked-in Retirement Account (LIRA)
  • Pension Plan
  • Annuity



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