September 2026

Worldsource Name Change

WFM will be sending a written notice to all clients informing them that effective on or about Monday, November 9, 2026, it will officially become Worldsource Wealth Management Inc.

I'm reaching out to share some changes coming this fall involving Worldsource Financial Management, the dealership I partner with to service your accounts.

While I provide the advice and ongoing support for your investment goals, Worldsource provides the regulatory, operational and administrative infrastructure that enables me to serve you.

In the coming weeks, you will receive a formal notice from Worldsource explaining that, in November, the firm will become Worldsource Wealth Management Inc. This change will allow Worldsource to expand its services and provide enhanced support, tools and technology, including a new Investor Portal and mobile app.

As part of this transition, you will notice some administrative updates, including new account numbers and updated statements. These changes will happen automatically and will not affect your investments. There are no fees, charges or tax consequences associated with this administrative change.

My commitment to providing you with personalized guidance remains unchanged. If you have any questions about this transition, please don't hesitate to contact me. I will continue to share updates as additional information becomes available.

Thank you for your continued trust and confidence.

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It’s not just the sudden surge of hormones, the eyerolls, and the emotional drama that make it turbulent. It’s also the massive wave of new expenses that...

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The Income Tax Bond

Meet Dan and Susan. At 65 and 63, they’re finally ready to kick back, relax, and enjoy a well-deserved retirement. They’ve played their financial cards right: their house is completely paid off, and they’ve managed to stash away a healthy $500,000 in their RRSPs. Like most parents, their ultimate goal is to leave as much of that nest egg as possible to their two kids.

They already know that their home will pass to their children tax-free, which is fantastic news. But they’ve also realized that their...

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Life is about making an impact, not making an income.

Kevin Kruse

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation (CDIC). For funds other than money market funds, unit values change frequently. For money market funds ,there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated. The information in this email newsletter is general information only and is the opinion of the owners and writers. It is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. The information contained here may include estimates, projections and other "forward-looking statements." Actual events may differ substantially from those presented herein. We make no representation that future investment performance will conform to past performance and it should never be assumed that past performance foretells future performance. All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Please consult an appropriate professional regarding your particular circumstances. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented. Mutual Funds provided by the fund companies are offered through Worldsource Financial Management Inc. Insurance & segregated fund products are sold by Sherman Friesen personally and not through Worldsource Financial Management Inc.

The Complete Wealth Management System
671G Market Hill, Vancouver, BC V5Z 4B5
Ph:(604) 839-2824