Investment Products,
Plans, and Expertise
• Annuities
• Mutual Funds
• Cash Flow Management
• Non-Registered Investments
• Guaranteed Investment Certificates [GIC]
• Registered Retirement Savings Plans [RRSP]
• Registered Retirement Income Funds [RRIF]
• Registered Education Savings Plans [RESP]
• Registered Disability Savings Plans [RDSP]
• Tax Free Savings Accounts [TFSA]
• First Home Savings Accounts [FHSA]
• Lifetime Income Funds [LIF]
• Guaranteed Income Products
• High-Yield Savings Accounts
• Tax and Estate Planning
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Additional Services
Mortgage/Cash Management
Leigh-Ann Eastman
Manulife Bank
Ph: 403.355.3039
www.manulifebank.ca
Mortgage/Lending
Matthew Tate
BMO Bank of Montreal
Ph: 403.465.0481
https://mortgagespecialist.bmo.com/ab/okotoks/613
Offered through referral arrangement, the individuals indicated above and the companies they represent are not in any way related to Worldsource Financial Management Inc.
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