Insurance Solutions*

We understand the significance of safeguarding your financial future.

That's why we offer a comprehensive range of insurance options, including life insurance, disability, accident, and sickness coverage. Our experienced advisors will work with you to understand your unique needs and develop a personalized insurance plan to help you and your family prepare for the unexpected.

By securing your family's financial future, protecting your income, and ensuring the best medical care in the event of an accident or illness, you can have peace of mind knowing you're protected against life's uncertainties. With expert insurance advice tailored to meet your individual needs, we can help you plan for a brighter, more secure future.

Life Insurance | Balanced Financial Wealth Management

Life Insurance*

We understand the crucial role life insurance plays in securing a financial future for you and your loved ones. Our team of life insurance specialists is dedicated to helping clients choose the best policy for their needs, tailored to each client's current financial situation, long-term goals, and personal circumstances. We take the time to understand each client's needs and make recommendations that will best serve their needs and budget. Our mission is to provide top-notch life insurance planning services to help our clients build a secure financial future. With our expertise, you can make confident decisions about coverage that will benefit you and your loved ones for years to come.

Segregated Funds*

Segregated funds are an essential tool for estate planning and capital protection. We recommend them to clients for three reasons: First, they can help bypass probate and facilitate the transfer of assets to named beneficiaries. Second, they offer a guaranteed minimum death benefit, ensuring that loved ones are taken care of, even if the fund value has fallen. Finally, they provide capital protection in case of market downturns. With segregated funds, clients can enjoy a unique combination of protection, growth potential, and peace of mind.

*Insurance solutions including segregated funds, referenced on this website, are not provided through Worldsource Securities Inc. and are offered through the advisors, Taylor Burns and Raymond Burns, separately. Worldsource Securities Inc. does not oversee nor assume responsibility for insurance-related activities conducted by the advisors outside of Worldsource Securities Inc.