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Life Planning

PIB Financial can help you plan your financial needs over the course of your lifetime. Your most valuable asset is your healthy ability to earn an income. By helping you select the right combination of life and disability insurance protection, and wise investments, we can help you achieve financial success. When you have a mortgage or other large loan, term life insurance or critical illness insurance offers cost-effective ways to cover outstanding debt if you die or suffer critical illness.

Family Stage

With children, your needs change – and it's wise to review your financial security plan. RESPs offer a good vehicle to plan for your children’s educative future; and a low cost life insurance policy can build cash for school.

Empty-Nest Stage

When your children go to school or move out on their own, it may be time to travel and enjoy your marriage. Perhaps you have wanted to visit Rome or take a university course. We will help you achieve these mid-life goals.

Retirement Stage

When you're aged 50 plus, you may want to partially or fully retire. We will help you assess your options.

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AODA Customer Services Policy Statement

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through
Worldsource Financial Management Inc.
Other Products and Services are offered through PIB Financial.

All information provided is believed to be accurate and reliable however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.