01. About Us

We are dedicated to providing investment planning and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

Our Philosophy is to help GUIDE our clients how to best GUARD their wealth and to further GROW for their family and their future.  

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services


Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals.

Retirement Planning

For our clients, retirement planning doesn’t start at retirement. It starts much before! Our Retirement Planning service takes a long-term view of your financial wellbeing. We use a life-cycle approach to ensure your “Life after work” is as well-planned as your life prior to retirement.

Investment Planning

Our Investment Planning Service is built around the concept of protecting your hard-earned wealth. We work to help manage your financial assets using a prudent and conscientious strategy, diversifying your portfolio, choosing the proper asset mix and portfolio managers in order to meet your financial goals.

Our Team

Market Report

Link to weekly Market Report from our extended team at Worldsource Financial Management Inc.

Market Report

Armour Blog