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.
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.
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