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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.

Michael O'Connor ~ CFP

Michael O'Connor

Professional

» Professional designations: Chartered Financial Planner
Certified Financial Planner

» Designing and implementing financial strategies since 1990.

» Professional Associations, past or present membership include:

• Canadian Institute of Financial Planning
• Financial Planners Standards Council
• Canadian Association of Financial Planners
• Canadian Association of Insurance and Financial Advisors
• Fraser Valley Estate Planning Council
• Chamber of Commerce

» Guest speaker in many forums: ranging from Students, Union employees, Professionals, Small Businesses, Retirees, Accounting Firms, Investment Companies, Major Banks, Business Associations and the Canadian Custom and Revenue Agency.

» Recognized for his unique managing and consulting abilities through guest appearances on different television shows including “Everybody’s Money”.

» Michael’s clients include: Families, Businesses, Professionals, Retirees, Widowers, Widows and Divorcees. He chooses to only work with clients seeking financial harmony and who are committed to protecting or increasing their wealth.

Core Values

• Knowledge
• Integrity
• Commitment

Mission
To guide you in such a way that you are able to make the right decisions for your financial future. This means taking the time to provide you with information and knowledge that will help you make decisions that are in your best interest.

Accomplishing this through continuous education and practices that demonstrate sharing and caring. Working in partnership with you towards achieving goals and milestones that you are committed to…attaining Peace of Mind through Financial well being.

Client Testimonials
"It is now over fifteen years since we first sat down together to discuss my financial situation. There isn’t anyone that I know that couldn’t benefit from your service.

I have to thank you for taking the time to assessing my situation, explaining opportunities available to me and for keeping me on course. Through you I have been able to attain my financial goals.

I now have a considerable portfolio invested and debt is no longer a concern. My financial situation is in good order. Once again, my sincere thanks." - Tom Scott

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I have been lucky enough to be able to rely on the financial planning expertise of Michael O’Connor, CFP, for the past four years. In that time, he has increased the value of my holdings by nearly 70 percent. Some of this occurred in bullish times, but it continues even in an uncertain economy.

Michael’s success for me is attributable to his personal commitment to the work and to consistently focusing on what I need to achieve financially as someone who is self-employed. It’s clear that I represent more than jus another quarterly statement. He goes out of his way to understand my goals, to help me reach them, and to respond to questions in a timely way.

I have no hesitation recommending Michael O’Connor as a well-qualified, knowledgeable, thoroughgoing professional. - Jerry Miller Words and More

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While you are “in the business” when it comes to personal financial planning, it is apparent with other professionals that in reviewing this area with them I typically come up with 3 or more significant areas in which they can improve. These professionals include stockbrokers, consultants, accountants and insurance brokers.

The summaries of your investment portfolio, your regular updating, the depth to which you have gone in your plan etc. as well as your overall grasp of this area is far superior to any of my clients. I suspect these facts provide some of the many reasons why you are very successful in advising people in the financial planning area.
- LAKE & ASSOCIATES Chartered Accountants, Steven Lake, C.A., CFP.

Personal Side
Michael was born and raised in Vancouver, British Columbia. He served in the Canadian Navy as a Marine Engineer and married in 1985. Since 1987, Michael has resided in the District of Maple Ridge. He has two beautiful children Joshua and Brianna. He believes in community and has participated in the past and / or present in many ways. Volunteer experiences include; fund-raisers, charity events, coaching sports, chaperoning school activities, and helping design then implement an employee family assistance program. Past and or present involvements include Rotary International, the United Way, and serving as director on the different boards including Kiwassa Neighbourhood Services and Plan Life Advocacy Network.

Email
Voicemail: 604.878.8147
Phone: 604.468.0888 Ext 8147
Fax: 604.468.0887