First Wealth Advisors
  • Personal Planning Asset-Map: A Better Way to Make Financial Decisions The Ultimate Estate Planning Checklist Evidence-Based (Rules-Based) Investing
  • Business Planning Build your Asset Map Health Spending Accounts
  • Canadian Parents: Learn how to protect your #1 asset Assured Access: Guaranteed Health Coverage For Life Blue Cross Health: Flexible Health Coverage Manulife Instant Travel Coverage *10 Days, 10 Visuals, 10 Lessons*
  • Contact
  • Privacy
First Wealth Advisors
  • Personal/
    • Personal Planning
    • Asset-Map: A Better Way to Make Financial Decisions
    • The Ultimate Estate Planning Checklist
    • Evidence-Based (Rules-Based) Investing
  • Business/
    • Business Planning
    • Build your Asset Map
    • Health Spending Accounts
  • Self-Serve/
    • Canadian Parents: Learn how to protect your #1 asset
    • Assured Access: Guaranteed Health Coverage For Life
    • Blue Cross Health: Flexible Health Coverage
    • Manulife Instant Travel Coverage
    • *10 Days, 10 Visuals, 10 Lessons*
  • Contact/
  • Privacy/
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First Wealth Advisors

Uncommon income deserve uncommon strategies and advice

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First Wealth Advisors
  • Personal/
    • Personal Planning
    • Asset-Map: A Better Way to Make Financial Decisions
    • The Ultimate Estate Planning Checklist
    • Evidence-Based (Rules-Based) Investing
  • Business/
    • Business Planning
    • Build your Asset Map
    • Health Spending Accounts
  • Self-Serve/
    • Canadian Parents: Learn how to protect your #1 asset
    • Assured Access: Guaranteed Health Coverage For Life
    • Blue Cross Health: Flexible Health Coverage
    • Manulife Instant Travel Coverage
    • *10 Days, 10 Visuals, 10 Lessons*
  • Contact/
  • Privacy/

WFM Fee Schedule + Client Agreement and Disclosures Brochure

Worldsource Financial Management Inc. (WFM) 2022 Fee Schedule
WFM Client Agreement and Disclosures Brochure
  • Personal/
    • Personal Planning
    • Asset-Map: A Better Way to Make Financial Decisions
    • The Ultimate Estate Planning Checklist
    • Evidence-Based (Rules-Based) Investing
  • Business/
    • Business Planning
    • Build your Asset Map
    • Health Spending Accounts
  • Self-Serve/
    • Canadian Parents: Learn how to protect your #1 asset
    • Assured Access: Guaranteed Health Coverage For Life
    • Blue Cross Health: Flexible Health Coverage
    • Manulife Instant Travel Coverage
    • *10 Days, 10 Visuals, 10 Lessons*
  • Contact/
  • Privacy/

First Wealth Advisors

Let’s make planning an enjoyable experience. Our goal: No out of pocket cost, less risk, more certainty.

First Wealth Advisors  |  237 Brownlow Ave  |  Suite 100  |  Dartmouth, NS |  B3B 2C6  |  1.902.802.7718

 
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ETFs, Mutual Funds, and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Scott Gannon Financial Inc. and MacKeen Wealth Management Ltd. o/a First Wealth Advisors.

Graphics credit: @jackbutcher

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