We Plan for your Future
"At GWM our belief is that clearly defined goals, backed by a comprehensive plan, provides both security and results."
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through
WORLDSOURCE FINANCIAL MANAGEMENT INC.
We want to help you protect your assets and ensure your lifestyle for Retirement. Through proactive planning, risks can be minimized and sometimes even eliminated. During Bob's 20 + years in the financial services industry he has developed a proprietary process known as the DARE Financial Planning System. Helping clients prepare for Retirement using this system, Bob has been able to build, preserve and efficiently pass client's estates from one generation to the next. At the core of the DARE System is the belief that each client household must be viewed and managed as if it were a business. This includes the preparation of annual financial statements, for the client and Bob (the board of directors) to review and use in charting the path ahead. This point of view, with Bob as a member of your board of directors, instills a stewardship not found with most "financial advisors"
Use insurance vehicles for risk management and wealth transfer
Enhance wealth transfer opportunities for heirs and charity
Preserve government benefits and tax credits
Pay the least tax possible on income and on estate transfer
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.; other Products and Services are offered through Govan Wealth Management.
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