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ROB ANDRUS

Senior Wealth AdvisorFamily Wealth Concepts / Worldsource Financial Management Inc.ERIN, Ontario

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Family Wealth Concepts Ltd.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Education & Fluency Planning Estate Planning Family Business Planning Insurance Planning Investment Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Coach Insurance Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario Saskatchewan

Certification/Additional Courses ?

CSC®️

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund
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