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

CCS, Certified Cash Flow Specialist, is attained through the successful completion of all requirements and criteria as set forth by the professional CCS designation course of study.

EPC, Elder Planning Counselor, is awarded to individuals having successfully completed the prescribed course of study and qualification examination and having agreed to abide by the CIEP (Canadian Initiative for Elder Planning Studies) Code of Ethics.

RHU, Registered Health Underwriter, is awarded to individuals who have satisfactorily passed the prescribed examinations and have qualified in all other respects in accordance with the regulations of the American College and the Financial Advisors Association of Canada.