A CERTIFIED FINANCIAL PLANNER professional providing financial advice and products required to meet the insurance and investment planning needs of clients , a member of ADVOCIS - The Financial Advisors Association of Canada - since 1983 offers Mutual Funds through Worldsource Financial Management Inc., a Mutual Fund Dealer and member of the Mutual Fund Dealer Association. offers Life, Disability, Critical Illness and Health insurance products as an Insurance Broker through McColl Financial Services. established McColl Financial Services Inc. in 1998. more... See more text