WORLDSOURCE FINANCIAL MANAGEMENT INC.
Who we are
Govan Wealth Management was founded by Robert Govan. Bob is a strong believer in the "by referral only" growth model for his business. His belief is that if the growth is organic, it will specifically target the ideal clients that can benefit most from his stewardship.
ROBERT GOVAN -CFP CLU
Robert Govan is both a Certified Financial Planner and Chartered Life Underwriter. He is one of only 5 people to be inducted into the Gryphin Advisors Hall of Fame, an association with approximately 1500 members. During his 20 + years in the financial services industry he has developed a proprietary process known as the DARE Financial Planning System. Using this system Bob has been able to build, preserve and efficiently pass client's estates from one generation to the next. He is very proud to say that the majority of his current clients can trace their roots back to the founding years of Govan Wealth Management, with many having been clients for 15 or even 20 years.
DARE to plan… DARE to succeed.
Administrative Assistant to Bob.
Francie has been involved with GWM for many years. She has managed the Office and has had the roles of Administrative Assistant, Marketing, all things IT.
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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