WORLDSOURCE FINANCIAL MANAGEMENT INC.

Who we are

Govan Wealth Management was founded by Robert Govan. Bob is a strong believer in the "by referral only" growth model for his business.  His belief is that if the growth is organic, it will specifically target the ideal clients that can benefit most from his stewardship.  

 

Robert Govan is both a Certified Financial Planner and Chartered Life Underwriter.  He is one of only 5 people to be inducted into the Gryphin Advisors Hall of Fame, an association with approximately 1500 members. During his 25 + years in the financial services industry, Bob has been able to build, preserve and efficiently pass client's estates from one generation to the next.  He is very proud to say that the majority of his current clients can trace their roots back to the founding years of Govan Wealth Management, with many having been clients since inception.
The growth of his business has been achieved by referral only. Most of his clients become close friends, which is one of his proudest accomplishments.

Administrative Assistant to Bob.

Business Services Manager-

Francie has been involved with GWM since inception. Her roles have encompassed many areas of the business including, developing plans, marketing, compliance, administration and online presence.

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 andGovan Wealth Management.

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