Staying in Touch with BFS – Happy Canada Day!

To Our Valued Clients,Summer is here and vacations are starting. I came across an interesting article in the Globe and Mail titled “Should You Consider Selling Your Home and Renting in Retirement?” My takeaways are as follows: increased monthly cash-flow forced to downsize possessions earlier in life it’s Math vs. Emotion this strategy could allow […]

Staying in Touch with BFS – Happy Earth Day!

Our world is facing unprecedented challenges Climate change, poverty, systemic racism and inequality are huge issues identified by the United Nations, which we can all play a part in helping to resolve. More than 700 million people live in poverty One in three women have experienced sexual or physical abuse CO2 emissions have more than doubled […]

Staying in Touch with BFS – 2021 Resolutions

Well, we are almost a month into 2021.  For those of you who made New Year’s Resolutions……How are You Doing? Personally, I set a number of goals every year.  Some of them focus on health & fitness, some involve my family, some are business driven and there is always at least one Financial Goal. Did […]

Anonymous Opinion Poll 2020 – Results

The year 2020 is regarded by most as a turbulent year. Many people around the world experienced feelings of anxiety and instability, especially where personal finances are concerned. We posted a poll to ask visitors to our website what was on their mind as we approached the end of 2020. Below you will see the […]

December Updates

Greetings and happy holiday season… isn’t it nice to have been through a few weeks of not-quite-so-crazy-all-the-time news and events?  We’re still far from normal, but we’ve been getting some good information and insights that are pointing to what we expect to be a better year ahead.  In particular we are getting positive outlooks for […]

Pre-Election Update

2020 has been one of the strangest and most challenging years in anyone’s memory and unfortunately we’re not likely to experience much normalcy in the lead up to 2021. The November 3rd U.S. election and the expectation of a continuation of a second wave of COVID19 cases globally will create more challenges and outright problems […]

Happy Thanksgiving

Happy Thanksgiving from the team at Brown Financial Security. We are grateful to have you as clients and friends.  It’s been an unprecedented year with so many challenges stemming from the COVID19 pandemic.  We’ve also heard many positive and uplifting stories from you and others in our community about adapting and rising above these challenges. […]

How much do I need to retire?

The Covid-19 pandemic-related impacts on our lives are creating anxiety in a lot of ways. Many of my clients are conducting financial reviews to help get an up to date picture of their financial plans especially as it relates to retirement savings. This isn’t a fun activity at the best of times and it’s even […]

Staying in Touch with BFS – August Recap

I hope you and your family are well and have enjoyed the summer. Fall is approaching and the “new normal” continues as students head back to school, whether virtually or in person, and many people continue to work from home. Globally, the number of COVID-19 cases surpassed 24.4 million in August as reported by Johns […]


Brown Financial Security / Worldsource Financial Management

25 Mill St. N.
P.O. Box 530
Waterdown, ON L0R 2H0

Toll Free: 1.877.633.0633
Business: 905.690.5035
Fax: 289.431.5029