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Cascade Wealth Management helps you navigate your financial future with

integrity.

purpose.

clarity.

Alayne Janzen

President & CEO

Cascade Wealth Management

Wealth Advisor

Worldsource Financial Management Inc.

As an experienced wealth advisor with a passion for lifelong learning, my strengths lie in the ability to break down complex financial and insurance concepts and help you understand the underlying principles so you can make informed decisions. With over a decade of experience in the industry I bring to the table a depth of knowledge and a proven track record of delivering exceptional results. I am passionate about helping clients navigate their challenges, utilizing innovative solutions tailored to each unique situation. My commitment to excellence, coupled with a collaborative approach, has consistently resulted in successful and sustainable outcomes. Let’s work together to achieve success, one step at a time.

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Safeguarding your wealth

We help you safeguard the wealth you've worked hard to build and ensure it grows for the future. With thoughtful planning and expert guidance, we empower you to secure your financial legacy.

Our approach

Comprehensive

Our comprehensive wealth strategy approach ensures that every facet of your financial life is carefully considered, allowing us to craft strategies that align with both your short-term objectives and long-term financial aspirations.

Tailored

We are a distinguished company with a proven track record in providing financial solutions tailored to our clients' unique needs and goals.

Expertise

The team remains up-to-date with the latest industry trends, continuously expanding their knowledge base to deliver the highest level of service to clients.

Data Driven

Our approach is data-driven, utilizing analytics and metrics to track progress and make informed decisions. This ensures a more strategic and effective method of problem-solving.

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Empowering decisions

Clarity. Care. Confidence.

At Cascade Wealth Management, integrity and expertise form the foundation of our business. Our client-centered approach focuses on understanding each individual’s unique needs to provide accurate, timely advice that delivers meaningful results. We tailor our services through careful planning to help you achieve your financial goals.

BUILT ON TRUST

Fee-only. Transparent. Canadian.

Our business model is simple: we put your best interests first. As a fee-only advisor, we provide unbiased recommendations tailored to your financial goals. This means no commissions on trades and most importantly, complete transparency in managing your investments.

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