Wealth Management

Investing in your financial health and security.

Contact Cowan Financial Solutions

Investment portfolio management for individuals and businesses

Whether you’re an individual or a business owner, you can benefit from collaborating with our advisors to reach your financial goals. Investing your hard-earned money can be challenging and overwhelming. Our expert advisors are available to guide you through the process, understand your needs, and assist in choosing the solutions that are right for you. We can help by designing tax-efficient investment plans that work for you today and in the future.

We collaborate with you to align your customized financial plan to your investment portfolio objectives. Our process looks at all aspects of your financial health, with a typical plan including succession planning, retirement planning, estate planning and your children’s education.

Your plan is built around your unique circumstances and needs, but may include:

Our team of expert advisors are happy to walk you through the various options available and help guide you to a prosperous financial future. We’re here to help you find the right financial solutions that best suit your needs. This service is provided by Cowan Financial Solutions in our Cambridge, Brantford and Hamilton offices.

Retirement Planning

Canadians are living longer, and living healthier, and we can help you ensure that you have sufficient funds to enjoy your post-career years without financial stress or burden.

Retirement Planning

Savings Accounts

Not sure which type of savings account is right for you? Whether you are saving for your child’s education or simply want to grow your investment portfolio, our team will work with you to determine the best choice for your unique needs and financial goals.

Savings Accounts

Investment options to meet your needs

Whether that’s saving for retirement, planning your estate, or supporting your children’s education, we have a suite of products to cover all your life stages.

Investing

Financial Estate Planning

Estate planning is an essential part of a complete financial plan. Having a proper plan in place can reduce the taxes you have to pay and speed up the transition of your assets.

Financial Estate Planning

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 Insurance Group Ltd.

Why partner with Cowan Insurance Group?

Expert advice

Someone who specializes in personal insurance will call you directly. Our expert advice means you will speak to the right person the first time.

Custom Coverage

Custom coverage specifically built for you means that Cowan will take the time to learn about your insurance needs.

Our Promise

Cowan is Canadian owned and independent. Your satisfaction is the only outcome we accept. Our clients are at the heart of everything we do and we care about what you care about.

Contact Us

Speak to a Cowan consultant today about how they can help you plan for a better future.




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Disclosure

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus and/or fund fact sheet before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. 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. Fund values change frequently and past performance may not be repeated. *Mutual Funds are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Cowan Insurance Group Ltd. Worldsource Financial Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrants and is not responsible for any other business interests and activities undertaken by its Registrants or by Cowan Insurance Group Ltd. All information provided here is believed to be accurate and reliable, however, we cannot guarantee its accuracy and WFM will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Worldsource website www.worldsourcefinancial.com.

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 Insurance Group Ltd.