An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.
Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.
We can help you design the right plan.
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through McColl Financial Services
239 Main Street
Glencoe ON N0L 1M0
Phone: (519) 287-2955
Fax: (519) 287-3206
Toll Free: (800) 268-2623