Spectrum Financial Strategies / Worldsource Financial Management Inc

Spectrum Financial Strategies / Worldsource Financial Management Inc

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Guiding you along the financial path to the ultimate realization of your Dreams is our mission, our Certified Financial Planning Professionals - Richard S.

11/06/2023

With recent volatility and inflation, many Canadians are seeing their retirement funds depleted. Optimism among pre-retirees is down 7% from just 5 years ago.
Having a financial plan, and having it reviewed and adjusted regularly can make a huge difference in feeling both financially prepared for, and psychologically prepared.
Click below, or copy & paste the link into your address bar, for more findings from Fidelity Investment Canada's latest retirement report.
https://ecs.page.link/cygdU

10/26/2023

You can earn 5.00% on new deposits into a Canadian-dollar Business Advantage Account for the first 6 months. We can tell you more about this Business Account, complete the application with you, and put this high interest savings account to work for you and your business! 705-725-0562 or [email protected]

Want your business to be the top-listed Accountant in Barrie?
Click here to claim your Sponsored Listing.

Address


134 Collier Street
Barrie, ON
L4M1H4

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm