Services we offer
Financial products to meet your needs
At Goodwin Financial, we offer the services listed below. Feel free to contact us for a free consultation.
- Financial Planning (ie. Future Income needs)
- Mutual Funds
- Segregated Funds
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Group Benefits
- Budget/Debt Counselling
We are capable of dealing with most major companies for the above including a number of banks.
For Existing Clients there is a link to the Worldsource Financial Management website, password protected, where you can access your statement. If you have misplaced your user ID and password please call our office and we will be glad to get you one.
Disclaimer: Commissions, trailing commissions, management fees and expenses may all be related with mutual fund investments. Important information about mutual funds is contained in the relevant fund facts and simplified prospectus. Please read the fund facts carefully before investing. Mutual funds are not guaranteed or insured by any financial institution, government or other deposit insurer. Mutual fund values change frequently and past performance may not be repeated.