Types of Investments

We know you have unique financial goals based on your life and lifestyle. That’s why we design your portfolio to support your specific individual objectives and style.

You have many options for a well-diversified portfolio, ranging from cash to bonds to Canadian and global equities. Our investment vehicles include:

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

All of these products and services are provided by Cowan Financial Solutions in our Cambridge office and Wentworth Financial Services in our Hamilton office.

Contact us today to learn more.


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