Experience

R.W. Penson Financial/Worldsource Financial Management Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Certified Financial Planner professional

  • Aug 1989 - Present

  I am an independent financial advisor and insurance broker who works with business owners, self-employed professionals, families, and individuals. The services I provide include insurance needs planning for life, disability, and critical illness insurance; retirement planning; tax and estate planning. The solutions I offer my clients include individual life, disability, and critical illness insurance, group employee benefits, mutual funds (sponsoring mutual fund dealer is Wordsource Financial Management), segregated funds, RESP,'s, RRSP's, IPP's, group RRSP's."Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through R.W. Penson Financial Inc.”