Include all and evolve is our unique ability.  What makes us different is the ability to look at things outside the traditional box.  Currently we are researching what is happening in the world with regards to technology (A.I. drones-robotics and 3D printing), currency (cryptocurrency), how formal education is being disrupted (through the availability of the internet) and how this can affect your investments.

This has lead to unique ways of preparing financial plans with mind mapping.  We use a mind mapping technique to communicate how life insurance, illness insurance, mutual funds, segregated funds, group insurance, and group pension,fit into your unique plan.  As an effective way to communicate information, we also host the Open Roll Podcast, for the business artist (#1 podcast for December, 2015, in our iTunes category).

Over the 25+ years in business, Jurgen has continued to grow his knowledge by obtaining his Certified Financial Planner (CFP) designation.

Jurgen served 4 years in the Canadian Military, before starting his professional journey as a financial planner.  He spent 8 years learning and growing his business with traditional big companies.  Following that, he has spent 18 years as an independent broker, providing, evolved/alternative financial planning.

I believe for an alternative planner to thrive there must be a disciplined coach to research and supply tried investments.  Please check out Worldsource Financial Management Inc.



"Mutual Funds and Segregated Funds provided by the fund companies are offered through Worldsource Financial Management Inc.  Other products and services are offered through JKR Financial Group."

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

 

 

Mind Map

Discover your financial goals through our mind map process.


Solutions

There are many solutions to your needs.


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Financial Planning

An adjustable way of looking at diversification.  A loose similarity to the Yale Endowment Fund.

Who?

Our Financial Plan process can be tailored to your unique needs, for Doctors, Professionals, Entrepreneurs, or Families.