Spectrum Financial Strategies / Worldsource Financial Management Inc

Spectrum Financial Strategies / Worldsource Financial Management Inc

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McCaw, CFP, CLU, Ch.F.C., EPC and Karen M. Roy, CFP, EPC, FLMI will walk you through each step of our Dream Path Journey process to identify, evaluate and design an individualized plan to help you achieve what is most important to you and your family. Be sure to visit our website www.spectrumfinancial.ca for more information.

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Mutual Funds and Segregated Funds provided by the Fund Compani

11/30/2023

Because Special Needs Planning can be very complex, we’re introducing our brand-new website dedicated solely to this community!
Visit us and explore who we are, our approach and the various resources available.
We will guide you through the sometimes-overwhelming processes, and make sure your loved ones are taken care of!
SpectrumSpecialNeeds.ca https://ecs.page.link/aMuip

11/21/2023

We have been facing some challenges with our original Facebook account, so we’ve created a brand new page For Spectrum Financial!

We’d love it if you would join us at our new FB home:

https://ecs.page.link/bPq4B

10/23/2023

As life takes you through ups and downs; we'll be there with you to guide you through.
705-725-0562

10/16/2023

Want your business to be the top-listed Accountant in Barrie?
Click here to claim your Sponsored Listing.

Address


134 Collier Street
Barrie, ON
L4M1H4

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm