Travis Strain

Financial Planner with Worldsource Financial Management Inc @Travis Strain, Cfp

Lanlgey, BC, CA

The 5 key financial risks of life are.1) Living too long-due to dwindling retirement funding2) Dying too soon- before accumulating sufficient assets to sustain your family’s income needs3) Becoming critically ill along the way – impacting your ability to produce income4) Suffering from temporary or permanent disability- not being able to produce and income for you family/business5) Reducing your asset accumulation through inappropriate tax planningWHAT DO YOU FINANCES LOOK LIKE?Wealth creation, preservation and transition are challenges not easily overcome in today’s turbulent markets. The multiple forces of sub-prime mortgage crises, covert inflation and skyrocketing healthcare, food and fuel prices impact every aspect of our material lifestyle and daily existence. There is a increased need to protect ourselves, our families and businesses against the ravages of unpredictable and unstable circumstances which can crush the dreams of those not acting in a financially prudent manner.DO YOU HAVE A DIRECTION IN YOUR FINANCIAL PLAN?Life is too unpredictable to navigate the future landscape with the wrong financial guide and uncertain maps and directions. Stock markets may fluctuate, but personal service delivery should not.What we do is to consolidate all of your family assets into one balanced program so that you can improve your asset accumulation in less time with fewer risks along the way.Mutual funds and Segregated funds provided by Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered by 10•••05 B.C. Ltd.

University of Victoria

BComm

Canadian Institute of Financial Planners

Certified Financial Planner