Start-up firms and smaller companies are especially vulnerable to potentially devastating financial risk because they often lack big company sophistication and in-house risk-control expertise.
We will help you gain control of your financial risk.
Life Insurance. We help business leaders provide appropriate life insurance to pay off debts and/or the mortgage, educate the kids, and/or provide income for a spouse or a disabled dependent.
Business Disability Insurance. We will examine your need for income replacement insurance that can help replace your paycheque in case you get hurt or sick.
Key Person Insurance. We will assess your need for an insurance policy designed to provide a benefit to provide funds to hire the right person if a key individual becomes sick or dies.
Critical Illness Insurance. If a business owner develops cancer, has a heart attack, or a stroke, the illness can wipe out a small business. We have many plans to protect you from such concerns.
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through
Worldsource Financial Management Inc.
Other Products and Services are offered through PIB Financial.
All information provided is believed to be accurate and reliable however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.