Good advice for every stage of life.
For more than 30 years, our team has helped individuals, families, business owners and professionals across Central Alberta make confident financial decisions, with honest advice, a clear roadmap, and people who know you.
Where are you in life right now?
Slide to your stage, or just pick the card that sounds like you. Every plan starts with a conversation, not a product.
Complete financial planning, from one team.
Your investments, insurance, taxes and estate all affect each other. We advise on all of them together, so every part of your financial life works toward the same plan.
Advice built to last as long as your plan does.
A financial plan is a decades-long promise, so we built a team that can keep it. Kelvin brings 30 years of experience as a CERTIFIED FINANCIAL PLANNER®. Karen and Ilana make sure nothing about your file is ever missed. And Braden advises the next generation, meaning your children and grandchildren will have the same trusted team you do. You will never be handed off to a stranger.
Meet the team →A plan you can see yourself living.
Annual reviews, as-needed check-ins, and a digital experience that keeps your plan in view between meetings. Tell us when life moves and we'll tell you what it means.
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What this conversation often covers
Moments that start the conversation
A first meeting is simply a conversation about where you are and where you want to go.
Book a meetingPeople you'll know by name.
A proactive, kind team invested in serving this generation of clients and the next. Based in Red Deer and Stettler, serving families, professionals, business owners and the farming community across Central Alberta.
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Extras that make the plan go further.
Programs and preferred access we arrange for clients.
Take the next step: start a conversation.
How we look after you.
Advice is not a one-time event. Here is the rhythm of the relationship: what we watch on your behalf, when we meet, and the moments we want to hear about from you.
What working with us looks like
Moments we want to hear about
When life moves, your plan should move with it. Tick anything that's happening (or coming), and send it straight to our team.
What we watch for you
Between meetings, these stay on our radar so they don't have to stay on yours.
The annual review
A proper sit-down, in person or by video. We revisit your goals, review performance and risk, check protection and beneficiaries, and confirm the plan still matches your life. You leave knowing exactly where you stand.
As-needed reviews
Markets shift, rules change, life happens. When something matters to your plan, we reach out. When something changes for you, one email or call puts a review on the calendar. No question is too small.
Living My Plan
Your plan shouldn't live in a binder. Living My Plan keeps your goals and progress in view between reviews, offers educational material tailored to your needs, and makes it easy for you and your advisor to collaborate on the plan all year round.
Our secure and encrypted client portal that supports correspondence, communication, document uploading and storage, information gathering and client forms.
Open Laylah Client Space ↗
An exciting step for our team, and what it means for you.
After careful consideration and extensive due diligence, our team has joined Worldsource Wealth Management Inc., a dual registered dealer. We made this decision for one reason above all others: because we believe it is what is best for you as our clients.
Your relationship with our team continues exactly as it always has. The same people are looking after you, in the same offices, with the same friendly and responsive service. There is no impact to your account values and your existing investments remain in place. What is changing is largely behind the scenes.
Why we are making this move
We are confident the transition will have a positive impact on your experience with us, giving our team better tools and support so we can continue to serve you well for years to come. It also gives us a stronger foundation for something we care deeply about: serving you, your children, and your grandchildren with the same standard of care.
What we need from you
This change only affects our investment clients. If you have not yet completed your account opening forms and consents with Worldsource Wealth Management, our team will be following up with you. All forms are pre-populated with as much information as we possibly can to make the process quicker for you. If anything is unclear, please do not worry about getting it perfect on your own. Give us a quick call or send an email and we will walk you through it. That is what we are here for.
Once these steps are completed, things settle back to normal, just with a stronger foundation behind us. We are excited about what this means for our clients, and we are grateful to have you with us.
How we earn your trust.
Who we are, how we're regulated, how your information is protected, and what to do if something ever goes wrong. Read it before we start, and come back to it anytime.
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Worldsource Wealth Management Inc. and Worldsource Financial Management Inc. are members of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO), and are regulated by these organizations. Both entities are subsidiaries of Worldsource Group of Companies Inc., a wholly owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (“FCDQ”), which is part of the Desjardins Group.
Mutual fund products are offered through Worldsource Financial Management Inc. Insurance products and services are offered through Krips Financial. Banking products and services are offered by referral arrangement; additional disclosure information will be provided upon referral. Please confirm with your advisor which company you are dealing with for each of your products and services.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts document before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
The information on this website is for general information purposes only and should not be construed as investment, legal, accounting or tax advice, nor as an offer to sell or a solicitation to buy any security or financial product. Please contact our team for advice specific to your circumstances.