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Components of a Financial Plan
Develop a Customized Financial Plan
Investment Management
Retirement Planning
Tax Planning
Education Funding
Cash Flow Analysis
Estate Planning
Insurance Analysis

Establish your Estate Planning Objectives
Life Insurance Needs Analysis*
Wills and Trusts
Power of Attorney for Property and Personal Care
Estate Preservation
Wealth Transfer
Business Succession Planning

Securities including stocks and bonds
Income Trusts
Mortgage Back Securities (MBS)
Index-Linked Notes
Sophisticated investment management programs
Self-Directed Registered Plans ( ie. RRSP’s, RRIF’s, RESP’s)
Mutual Funds and GIC’s
Labour Sponsored Investment Funds
Banking Services
Segregated Funds*
Annuities*
ETFs (Exchange Traded Funds)
RDSP (Registered Disability Savings Plans)

Small business consulting
Established professional resource network (ie. US tax consulting)

Products and services are offered in Ontario only. All products and
services are subject to the terms of the applicable agreement.

*Insurance Products are offered by Dardan Capital Corporation

Investments provided through Worldsource Securities Inc.

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