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Though our world has changed, and your values and priorities MUNDI-WORTHINGTON TEAM
may have shifted, we believe now more than ever, the right
advice has the power to transform the future for you and your PERSONALIZED WEALTH | MADE SIMPLE
family. Investing your money to help fund your goals for life
is a highly personal exercise. We believe in the perfect balance Donna Worthington, EPC, CFP® &
of a set of integrated wealth management services combined
with ongoing, impartial advice. Jaspal S. Mundi, B.Comm., CFP®
We combine our diverse experience to help you achieve Certified Financial Planner®
Personalized Wealth and peace of mind by providing sound,
reliable financial advice Made Simple. Katie Stewart, QAFP
Our clients know they can rely on: Licensed Assistant & Insurance Advisor
• A defined, consistent approach to financial planning Ruby Alabar
• A commitment to a long term relationship Administrative Assistant
• A clear & transparent map to execute your financial plan

#222, 9223 - 28 Avenue NW, Edmonton, AB, T6N 1N1
We're happy to discuss our value-added offering with you and 780-328-2562 I Team@PersonalizedWealth.com
illustrate how it compares to the various other options in the
market. Please visit www.PersonalizedWealth.com for more
information about our team and how we can help
Work with Our Team to find out what we can do for you. create a Personalized Wealth Strategy for you.
There are no obligations, just possibilities.

PERSONALIZED WEALTH I MADE SIMPLE

DONNA WORTHINGTON, CFP, EPC KATIE STEWART, QAFP
WOMEN IN PROCESS 9