IDC Worldsource Insurance Network Inc. (IDC WIN) is an established managing general agency (MGA) with a singular focus – to be the primary MGA for independent Advisors across Canada. We aim to provide Advisors with a comprehensive and flexible approach to meet the challenges of a changing financial landscape. An established and tenured leadership team supports Advisors; a team who embrace innovation and are committed to sharing their robust insurance industry knowledge.
Since 1972, when Chuck started as an agent with Canada Life, Chuck Nelson has helped create programs and portfolios to meet long-term financial goals. When you have questions about investments, retirement, and/or estate planning? Chuck is is glad to help.
I start by listening to you explain your situation and desired outcomes. I then determine if there are ways I can help. Then, compare your goals to your current portfolio. Then, I recommend a strategy designed to fit your needs. Chuck does not charge fees
Chuck is a Chartered Life Underwriter, a Chartered Financial Planner and a Registered Heath Underwriter. I am part of the IDCWIN organization. The IDC Worldsource team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Don't know wher to start? Chuck can help
Providing cash when you need it most. At retirement. At death. When disabled. When a critical Ilness strikes
Call 780.719.8090
It is never too early to get started on your risk mangement and retirement plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
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