Retirement & Financial Planning

Whether you are growing your money for retirement or if you are already retired, we will guide you through the planning process.

Life & Disability Insurance

As independent brokers we represent most major life insurance carriers and can provide the most cost-effective solutions to match your insurance needs.

Estate Planning

Our team will work with you to ensure a simple, tax efficient and organized transfer of your assets to your loved ones and/or business partners.


Let's discuss your retirement

We offer a variety of products to meet your retirement needs. Let's review your plan.

Team of Experts

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.; other Products and Services offered through Calgary Financial Services Ltd.