Pension Style Investment

Goal Based Planning

We build you a custom plan to:

  • Better manage cash flow to save and reduce debt

 

  • Optimize management of your investments considering time horizon of short and long-term goals

  • Determine risk management needs

 

  • Determine retirement income streams and savings required to meet retirement goals

 

 

 

Dynamic Portfolio Solutions

 

We construct and manage low volatility portfolios: 

  • Monitor market volatility

  • Adjust risk exposure in volatile markets

 

  • Reduce volatility drag to provide better long-term average annualized return potential

  • Better manage downside risk to improve the probability of you reaching your goals

Worldsource Securities Inc., sponsoring investment dealer, is a Member of the Canadian Investor Protection Fund www.cipf.ca and of the Investment Industry Regulatory Organization of Canada www.iiroc.ca .   *Insurance strategies and solutions are provided by Brendan Greenwood as part of comprehensive financial planning through Pelorus Transition Planning. Please visit https://www.greenwoodwealthinsurance.co/  for further information.