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As the financial world becomes more complex, the need for an experienced and
knowledgeable advisor is essential.
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- CFA 1994 Chartered Financial Analyst
- CLU 1997 Chartered Life Underwriter
- CHFC, 2001 Chartered Financial Consultant
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- Asset Management
- Retirement and estate planning
- Life insurance
- Income replacement/disability insurance
- Group benefits consulting
- Business succession planning
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- Keep your investment plan on track
- Reduce taxes and increase tax-free income
- Reduce stress associated with money
- Protect your business, your home, your family and even your marriage by reducing risk
- Ensure a comfortable retirement
- Preserve your estate for the next generation
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Don't require any financial products, just sound financial planning? I also provide fee
for service consultations. Please call me for details.
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Worldsource Financial Management Inc., sponsoring mutual fund dealer
Additional Product and Services Provided Through John Peters.
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Please feel free to browse through these newsletters. I hope you will find something
that will help you. For a discussion or quotation on any of these topics, please get in
touch with me by phone or email. If you would like to receive
my monthly newsletter direct to your e-mail please fill out the form on the Home page.
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