Estate Planning & Investments

At Govan Wealth Management, for over two decades, we have helped clients prosper.  A personal knowledge of our clients, along with the commitment to our planning process allows us to develop a financial strategy to meet your objectives in a time proven manner. Mutual Funds and some Segregated Funds provided by a variety of Fund Companies are offered through

WORLDSOURCE FINANCIAL MANAGEMENT INC.

Estate Planning

Ensure your estate passes to your loved ones, not the Government.

Individual Plan

Find out whether an RSP, TFSA or one of our many other options are the right choice for you.

Retirement Planning

Life has many stages. Your Financial Plan should account for all of these.

Tax Planning

At Retirement there is a real opportunity for Tax Planning, see how we can help.

 

Looking for a Financial Planner?

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.; other Products and Services are offered through Robert Govan and Govan Wealth Management.

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