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ABOUT US

We serve individuals, families and businesses in the Fergus area.

Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:

Financial Strategy
Retirement Planning
Estate Planning
Tax Planning
Portfolio Analysis
Insurance Analysis

We are never satisfied until you are.

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Northstar Wealth Management Inc. dba Northstar Wealth Management.

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