Resources

Links to additional resources are for information and convenience purposes only. By accessing any of the links provided you will be leaving our website. The inclusion of a link does not imply endorsement or approval of the linked website, the third parties named therein or their products and services. Access to any other website linked to this Site is at your own risk. We are not responsible for the availability, accuracy or reliability of any linked website or any link contained in a linked website.

This link will take you directly to the login page for Worldsource financial management. From here you can use your confidential userID and password to access all of your accounts. If you do not have a userID or password yet feel free to contact our office and we will get you one right away.

Visit WFM’s Official Website →

Mackenzie Financial has a wide variety of tools which can be used as a starting point in order to demonstrate the value of starting early and how rates of return affect the growth of your money. Feel free to use this link and see how time is something no financial planner can replace ; starting early saving for your retirement , your children’s education or that boat you have been eyeing is always the best and easiest way to achieve your goals.

Go to their Savings Calculator →

This link is very useful for clients needing to look for up to date information on Tax-free savings accounts, your RRSP deduction limit for the year , what tax bracket you are in or the various forms you may need. (for example, applying for a social insurance number for your son or daughter so they can start an RESP).

Visit CRA’s Official Website →

Plan your FUTURE