At Goodwin Financial, we have a referral arrangement with Worldsource Securities Inc. should you require access to additional products and services
- 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 such as TD, Royal Bank and CIBC.
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.