Investment
Investment Investment

We help ensure your financial health and security.

Whether you're an individual or a private business owner, you face a challenge in establishing and maintaining your financial health. At Wentworth Financial Services, we take pride in our ability to design professional and tax-efficient individual and corporate investment plans that work for you today - and for the future.






Our Services

After we have fully reviewed your current investment portfolio, we provide a variety of services to best meet your specific investment objectives. Among these, we can:

  • Create a customized financial plan, including succession, children's education, retirement, and estate planning.
  • Liaise with your accountant and lawyer to ensure your financial team is working in your best interest from a tax planning perspective.
  • Provide regular reviews and financial statements to ensure that your plan and personal information is on track and up to date.
  • Monitor regulatory, economic or industry changes and any new products that may affect your investment plans.
  • Conduct seminars for group plans.

Investment Plans

Our financial planning process begins with your individual investment objectives, level of risk, and time horizon. Depending on your needs, your plan may include:

  • Non-registered Investment Plans for individuals and corporations
  • Registered Retirement Savings Plans (RRSPs)
  • Registered Retirement Income Funds (RRIFs)
  • Locked-In Retirement Accounts (LIRAs)
  • Registered Education Savings Plans (RESPs)
  • Group Registered Retirement Savings Plans (GRSPs)
  • Individual Pension Plans (IPPs)
  • Defined Contribution Pension Plans (DCPPs)
  • Non-registered In Trust Accounts for children or grand-children

Investment Products

To provide a well-diversified investment portfolio, we offer a wide variety of products and vehicles across all asset classes, including cash and equivalents, bonds, Canadian, U.S. and International equities. Using tools such as asset allocation, correlation and fund style, we build your portfolio to meet your individual objectives.
The vehicles may include:

  • Mutual funds
  • Segregated funds
  • Annuities
  • Government bonds
  • Guaranteed Investment Certificates (GICs)

We ensure that your deposits are invested according to your financial objectives, whether you are making sporadic lump-sum deposits or regular, automatic deposits, known as dollar-cost-averaging.

Our Team

We are dedicated to educating our clients while assisting them in developing a successful, long-term approach that suits their corporate or individual needs. We are always available to help with your questions and concerns.

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Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Wentworth Financial Services.