Our Partners

two men shaking hands

Our Partners

Because your financial situation is often complex, Bryce, Duncan, and Shaun have a network of experts who provide technical advice as required.

Professionals we may refer you to include:

  • Estate & Tax Lawyer
  • Chartered Accountant
  • Mortgage Broker
  • Real Estate (Commercial and residential)
  • Notary Public
Our Partnership with Worldsource Financial Management

We have chosen to work in partnership with Worldsource Financial Management (WFM) to ensure we can offer our clients financial planning advice and solutions second to none. With WFM as our partner we have the ability to offer choice financial products from a wide variety of suppliers.

“Worldsource Financial Management is a wholly owned subsidiary of Guardian Capital Group Limited. With roots going back to 1962, Guardian Capital LP is an independent investment firm managing $22.8 billion in institutional assets on behalf of their clients, with an additional $5.2 billion in AUM for the retail intermediary channel (as of December 31, 2014).”
(https://www.worldsourcefinancial.com/portal/portal/WFMPortalPublic/A+Sound+History+Public)