MoneyAdvisor.ca

Description

Collection, Use and Disclosure of Personal Information The purpose for which Worldsource Financial Management Inc. (“Worldsource”) will collect, use and disclose your personal information is central to our providing you with our services. We believe that we cannot continue to provide you with those services if you object to our collecting, using and disclosing your information for those purposes.

“We are a highly respected financial planning and wealth management firm entrusted and accountable to our client’s success in achieving their future hopes, dreams, goals, independence, and dignity. We build strong relationships as we help simplify our client’s financial life, and provide service that exceeds their expectations.” Close...

“We are a highly respected financial planning and wealth management firm entrusted and accountable to our client’s success in achieving their future hopes, dreams, goals, independence, and dignity.

We specialize in helping families and small business owners maximize their cash flow, minimize their taxes and protect and grow their assets.

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