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Our advisors are independent professionals who have built their clientele on a strong foundation of one-on-one relationships. Worldsource Financial Management advisors work with each individual client to understand personal financial goals, develop sound financial strategies and create a plan to obtain results. Plans are created to meet investor needs whether those needs call for capital appreciation, income or both. Many advisors are insurance professionals and are certified financial planners or hold a similar designation.

Mutual Fund Dealership

Today, over 800 independent mutual fund advisors channel mutual fund transactions through our dealership, Worldsource Financial Management Inc.

A mutual fund dealer is a company that provides the trading compliance and administration of mutual fund transactions. Regulations require that all mutual fund purchases be provided through a mutual fund dealer. We have a compliance team on staff to deal with all regulators and the major fund companies to ensure that transactions and services provided are compliant with the regulations of these governing bodies.

However, as we continue to set the highest ethical standards for ourselves, operating with confidentiality and integrity, we offer more than just compliance. Worldsource Financial Management provides proactive training, operations and sales support, technically advanced business management and planning tools to benefit both advisors and investors. As well, mutual fund advisors have access to a full suite of securities through Worldsource Securities.

Kathryn Nokony ~ Investment Funds Advisor

Kathryn Nokony

My mission is to help my clients achieve financial security and independence by providing appropriate, cost effective, financial and life insurance products and services tailored to their unique situation. I professionally educate, guide and support my clients in building their own investment portfolio.

A sound, well thought out plan is the key to your financial success. And choosing the right financial advisor who can design this for you is your first-and most important-decision. You are looking to build a long term relationship so be prepared to take your time and give it a lot of careful thought.

You need:· Someone you feel you can trust to understand YOU and your lifetime goals.

• Someone who is competent to make the right decisions on your behalf.
• Someone with professional integrity...and
• Someone who will be there for you over the long term, with periodic reviews and updating of your plan to reflect changes in your lifestyle.

I benefit my clients with financial planning services and life insurance products without the restrictions of having to deal with solely one company's products and services. I bring forth my training, experience and resources to assist my clients to:

• Save on income tax
• Pay off mortgages early
• Manage debt
• Focus on Estate Planning
• Children's education funding, and much more.

Periodic reviews and updating is vital to achieving your financial goals. Have your financial plan in place to give you and your family peace of mind to get on with things you enjoy.

Email
Phone: 604.468.0888 Ext 8072
Voice Mail: 604.878.8072
Fax: 604.468.0887