Tom McInerney, Investment Advisor, CFP

Welcome to the website of Tom McInerney, Investment Advisor at Worldsource Securities Inc. — helping investors achieve their goals and objectives during their working life and into their retirement years. Products & Services Having a sound financial strategy is key to the performance of your portfolio. At Worldsource Securities Inc., Tom has access to a broad range of proprietary-free products (a brief list is below). Accounts Types that are available include: Registered Retirement Savings Plan (RRSP) Locked-in Retirement Account (LIRA) Retirement Income Fund (RIF) Locked-In Retirement Income Fund (LRIF) Life Income Fund (LIF) Registered Education Savings Plan (RESP) Tax Free Savings Account (TFSA) Individual/Joint non-registered account Corporate account Trust account Investment Solutions GICs (Guaranteed Investment Certificates) with highly competitive interest rates High interest savings accounts Bonds (government, corporate) Money market instruments including T-bills and bankers acceptances Stocks – Canadian, U.S., and Foreign Mutual Funds Exchange Traded Funds Preferred Shares Stripped Coupons Options Planning Financial success doesn't just happen. Market knowledge and expertise are required to filter through the array of available investment solutions. After careful consideration of your goals and objectives, a portfolio is designed to match these goals and objectives through: TRANSITION PLANNING – Ongoing Stability Life is unpredictable. Whether you find yourself taking an extended leave or early retirement package, having finances on hand can help you adjust to the situation. Tom will help you navigate through the different options available. RETIREMENT PLANNING – Looking Ahead Retirement planning requires a considerable financial commitment. Tom will evaluate where you are today, and what you need to do to meet your retirement goals. ESTATE AND WEALTH PRESERVATION – Preserving Your Legacy Estate planning provides for the orderly transfer of your assets to your chosen beneficiaries.

Address: 22499 Jefferies Road, Suite 101 Komoka, Ontario N0L 1R0, Canada

Phone: +1 519 657 7111
FAX: +1 519 657 7719