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


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.

Garth Sabirsh, CFP

To strengthen our client services, I have the privilege of a professional association with a like-minded, client-focused individual - Garth Sabirsh, CFP, Owner of Calgary Financial Services Ltd. and fellow Worldsource Financial Management Inc. Advisor.

Garth, with over 35 years of industry experience, and I provide each other with reciprocating coverage and support. Operating individual and separate practices, we are both committed to ensuring continued, uninterrupted client care.



Worldsource Financial Management Inc., sponsoring mutual fund dealer. (Disclaimer/Privacy Policy)
All other products and services, including life insurance, critical illness/disability insurance, and
private health services plans, provided through Fenske Financial Inc.


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