Everything you've built, planned together.
For business owners, professionals and families in London and Southwestern Ontario. Your investments, insurance and benefits, coordinated in one conversation, with your accountant and lawyer in the room.
One plan. Every piece of it.
You probably have the pieces already. The work is in how they fit together.
Investing that knows what it's for.
Retirement income, the holdco, the RRSP and TFSA, built around what the money has to do.
Talk to us →Protection sized to your plan.
Life, disability, critical illness and key person cover, with options from insurers available to us.
Get a quick quote →A plan your people actually use.
Health, dental, spending accounts and group retirement, with service, education and a no-obligation Plan Review.
See group benefits →Tax and estate, with your professionals.
The cottage, the business, what you leave behind. Planned with your accountant and lawyer, not around them.
For accountants & lawyers →Your whole team, at one table.
Your accountant and lawyer each bring something essential. We work alongside them so the plan looks forward across all of it, and the pieces between your offices fit together.
Book a 30-minute call →Illustrative concept.
Your accounts, in your pocket.
Balances, holdings, statements and tax slips through Worldsource's Investor Hub, on the web or the app. The plan behind them stays with us.
Run the numbers yourself.
How much must come out of my RRIF this year?
Open → RetirementShould I take CPP at 60, 65 or 70?
Open → SavingHow much TFSA room do I have?
Open → Tax & estateWhat tax is owing when the cottage changes hands?
Open → SavingRRSP or TFSA: how do they compare for me?
Open → InsuranceWhat would life insurance cost me?
Get a quick quote →Four steps. No rush, and no theatre.
The First Conversation
30 minutes by phone or video. A fit check in both directions.
Discovery
About 90 minutes. What exists, what's owed, what's wanted.
The Depth Chart
Your plan on paper, with your accountant and lawyer in the room.
The Waterline Review
Put in place, then re-measured at least once a year.
Plain language, from people who do this every day.
Soundings
The quarter in three lines, and what we're watching. No predictions.
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Educational only. Not tax, legal, or investment advice. Tax and estate treatment depend on your own circumstances, so confirm with your accountant before acting. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Wealth Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through David Creighton, Lindsay Smith, John Creighton, Matthew Smith, Darroll Powe, and Creighton Financial Group. Insurance products are placed with insurers through The Gryphin Advantage Inc., managing general agency. Group benefits are offered through Creighton Financial Group. Creighton Financial Group is the operating name of David Creighton & J.P. Creighton Consulting Inc.