Spectrum Financial Strategies / Worldsource Financial Management Inc
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
Click here to claim your Sponsored Listing.
Category
Website
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 |