Well, we’re half way through our transition to Worldsource Financial Management Inc. and on pace to finish up by the end of August! This is a team effort that includes you and I want to thank everyone for taking the time to meet and sign the Worldsource forms. For those that signed and sent them back, much appreciated as well!
Upon transfer of your accounts, for the majority who have elected to receive statements electronically, you will receive an email from Worldsource with a User ID and Password which will allow you to access your portfolio online 24/7.
We look forward to reaching out to those we haven’t seen yet and setting up a time to meet with you.
Thank you for your patience and help and as always, call me anytime!