Our role is to professionally guide, and effectively educate clients on how to develop, implement, and commit to a holistic financial plan. We will continue to strive to exceed our clients’ expectations in terms of service, communication, and advice as we strive to grow and protect your wealth for yourself and future generations.
We are dedicated to helping families achieve financial security, and peace of mind through sound “values based” financial planning.
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Jeremy is an independent investment advisor with Worldsource Securities Inc. as his sponsoring investment dealer. This provides him with an independent platform to support the unique needs of his clients in reaching their personal financial goals in the most cost and tax effective way possible. Fidelity Clearing Canada provides carrying brokerage services to Worldsource Securities Inc.
Jeremy is married with 3 kids (and a daughter-in-law and son-in-law) whose wife is a teacher in the community. Not surprisingly, Jeremy loves bringing his personal experience and 24 year background in investment and wealth-planning and working with other families, business owners and professionals. It is important to have an experienced professional working together with you in implementing a straight-forward strategy that is personally tailored to help your family (& even future generations) move ahead & live the life you want to live.
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Investments are provided through Worldsource Securities Inc., Sponsoring Investment Dealer, and Member of the Canadian Investor Protection Fund (CIPF) www.cipf.ca,
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