Flann Financial Group is an independent financial advisory practice based in Kingston, Ontario. They provide personalized financial services including wealth management, investment advice, retirement planning, risk management (insurance), and estate planning to individuals, families, and business owners. The firm operates under the regulatory and compliance framework of Worldsource Financial Management Inc., which is one of Canada's largest independent mutual fund dealers. Worldsource provides the back-office support, product platform, and oversight for a national network of independent financial advisors, allowing firms like Flann Financial Group to offer a wide range of financial products while maintaining their independent advisory model. Worldsource Financial Management Inc. is a subsidiary of Guardian Capital Group Limited.

Founded in

Canada