Flann Financial Group / Worldsource Financial Management Inc.

Established in 1995, Flann Financial Group is an independent financial advisory firm that looks at multiple avenues to building a complete financial roadmap for our clients. Our independence allows us to give clients unbiased advice based upon their unique needs. Long-term relationships are important to us, along with building a successful financial plan for clients and the generations surrounding them. We are registered to handle both your insurance and investment needs in order to adequately plan for any pitstops along the way. With over 70 years of combined advising experience, our team strives on providing expert advice that caters to each client’s financial situation. Mutual funds and some segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Flann Financial Group Ltd.

Website

http://www.flannfinancialgroup.ca

External link for Flann Financial Group / Worldsource Financial Management Inc.

Industry

Financial Services

Company size

2-10 employees

Headquarters

Langley, BC

Type

Privately Held

Founded

1995

Specialties

RDSP, Financial Planning, Estate Planning, Financial Advice, Retirement Planning, Tax Planning, Cash Flow Management, TFSA, Risk Management, Insurance, Wealth Accumulation, Pension Maximization, Succession Planning, Assisting Children, and RESP