As a Wealth Advisor with Worldsource Financial Management, I offer an informed and balanced approach to managing your wealth. My goal is to help you articulate your financial goals and understand the solutions available to potentially grow, protect, and transfer wealth. In order to maintain the high level of advice and support that my clients expect, I am interested in building long lasting relationships with select individuals, families and business owners. If you would like to arrange a meeting to discuss your personal financial goals, please contact me.Specialties: Retirement planning, Estate planning, Educational Savings programsMutual funds and segregated funds provided by fund companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Peter Bailey Investment Group.