FLANN FINANCIAL GROUP - History of Changes


DateDescription
2023-05-28 insert person Kelton Richardson
2023-05-28 insert person Sakib Noor
2023-05-28 update person_title Kayla Van Oene: Insurance Administrative Assistant => Support Staff Member; Licensed Associate
2023-05-28 update person_title Laura Steckler: Investment Administrative Assistant => Support Staff Member; Licensed Associate
2023-03-11 delete person Kyle Martins
2022-12-06 delete person Pooja Dogra
2022-10-04 delete source_ip 198.27.68.115
2022-10-04 insert source_ip 192.95.29.68
2021-12-10 delete management_pages_linkeddomain advocis.ca
2021-12-10 delete management_pages_linkeddomain cieps.com
2021-12-10 delete management_pages_linkeddomain rdba.ca
2021-12-10 insert management_pages_linkeddomain manulifebank.com
2021-12-10 insert person Kayla Van Oene
2021-12-10 insert person Kyle Martins
2021-12-10 insert person Laura Steckler
2021-12-10 insert person Pooja Dogra
2021-12-10 update person_description Calvin Warneke => Calvin Warneke
2021-12-10 update person_description Penny Rowan => Penny Rowan
2021-12-10 update person_title Calvin Warneke: Certified Financial PlannerĀ® Worldsource Financial Management Inc => Partner
2021-12-10 update person_title Gordon Flann: Wealth Advisor Worldsource Financial Management Inc; Wealth Advisor => Partner; Wealth Advisor Founder
2021-12-10 update person_title Penny Rowan: Wealth Advisor Worldsource Financial Management Inc; Wealth Advisor => Wealth Advisor Office Manager / Worldsource Financial Management Inc; Partner; Wealth Advisor Office Manager
2021-12-10 update person_title Robert Wei: Segregated Funds & Insurance Advisor; Segregated Funds & Insurance Advisor, Associate Fund Analyst => Segregated Funds & Insurance Advisor; Advisor
2021-09-14 delete about_pages_linkeddomain advocis.ca
2021-09-14 delete about_pages_linkeddomain cieps.com
2021-09-14 delete about_pages_linkeddomain manulifebank.com
2021-09-14 delete about_pages_linkeddomain rdba.ca
2021-09-14 delete email br..@ffgcanada.ca
2021-09-14 delete person Brandon Burrell
2021-06-11 insert about_pages_linkeddomain razorplan.com
2021-06-11 insert about_pages_linkeddomain worldsourcefinancial.com
2021-06-11 insert contact_pages_linkeddomain razorplan.com
2021-06-11 insert contact_pages_linkeddomain worldsourcefinancial.com
2021-06-11 insert index_pages_linkeddomain razorplan.com
2021-06-11 insert index_pages_linkeddomain worldsourcefinancial.com
2021-06-11 insert service_pages_linkeddomain razorplan.com
2021-06-11 insert service_pages_linkeddomain worldsourcefinancial.com
2021-06-11 insert terms_pages_linkeddomain razorplan.com
2021-06-11 insert terms_pages_linkeddomain worldsourcefinancial.com
2020-06-19 delete privacy_emails pr..@flannfinancialgroup.ca
2020-06-19 insert privacy_emails pr..@worldsourcewealth.com
2020-06-19 delete address 112 Kent Street Place de Ville Tower B, 3rd Floor Ottawa, Ontario K1A 1H3
2020-06-19 delete email pr..@flannfinancialgroup.ca
2020-06-19 delete fax (613) 947-6850
2020-06-19 delete phone (613) 995-8210
2020-06-19 delete phone 1-800-282-1376
2020-06-19 insert address 625 Cochrane Dr., Suite 700 Markham, Ontario L3R 9R9
2020-06-19 insert email pr..@worldsourcewealth.com
2020-06-19 insert fax (905) 415-0184
2020-06-19 update person_description Brandon Burrell => Brandon Burrell
2020-06-19 update person_description Penny Rowan => Penny Rowan
2020-06-19 update person_description Robert Wei => Robert Wei
2020-06-19 update person_title Brandon Burrell: Segregated Funds & Insurance Advisor, Fund Analyst => Wealth Advisor Worldsource Financial Management Inc
2020-06-19 update person_title Gordon Flann: Segregated Funds & Insurance Advisor, Founder => Wealth Advisor Worldsource Financial Management Inc
2020-06-19 update person_title Penny Rowan: Office Administrator => Wealth Advisor Worldsource Financial Management Inc
2019-06-17 update website_status DomainNotFound => OK
2019-05-17 update website_status OK => DomainNotFound
2019-03-15 update person_title Brandon Burrell: Investment Funds & Insurance Advisor, Associate Fund Analyst => Segregated Funds & Insurance Advisor, Fund Analyst
2019-03-15 update person_title Calvin Warneke: Investment Funds Advisor & Insurance Advisor => Segregated Funds & Insurance Advisor
2019-03-15 update person_title Gordon Flann: Investment Funds Advisor & Insurance Advisor, Founder => Segregated Funds & Insurance Advisor, Founder
2019-03-15 update person_title Robert Wei: Investment Funds & Insurance Advisor, Fund Analyst => Segregated Funds & Insurance Advisor, Associate Fund Analyst
2019-02-11 update person_description Penny Rowan => Penny Rowan
2019-02-11 update person_title Penny Rowan: Licensed Mutual Funds Administrator => Office Administrator
2018-06-18 insert about_pages_linkeddomain manulifebank.com
2018-03-12 delete general_emails in..@flannfinancialgroup.ca
2018-03-12 insert website_emails ad..@ffgcanada.ca
2018-03-12 delete email in..@flannfinancialgroup.ca
2018-03-12 insert about_pages_linkeddomain facebook.com
2018-03-12 insert contact_pages_linkeddomain facebook.com
2018-03-12 insert email ad..@ffgcanada.ca
2018-03-12 insert email br..@ffgcanada.ca
2018-03-12 insert email pe..@ffgcanada.ca
2018-03-12 insert email sa..@ffgcanada.ca
2018-03-12 insert index_pages_linkeddomain facebook.com
2018-03-12 insert person Brandon Burrell
2018-03-12 insert person Penny Rowan
2018-03-12 insert person Sara Block
2018-03-12 insert service_pages_linkeddomain facebook.com
2018-03-12 insert terms_pages_linkeddomain facebook.com
2018-03-12 update person_description Calvin Warneke => Calvin Warneke
2018-03-12 update person_description Gordon Flann => Gordon Flann
2018-03-12 update person_title Calvin Warneke: Insurance Broker => Investment Funds Advisor & Insurance Advisor
2018-03-12 update person_title Gordon Flann: Retirement Specialist => Investment Funds Advisor & Insurance Advisor, Founder
2018-03-12 update person_title Robert Wei: Financial Security Advisor => Investment Funds & Insurance Advisor, Fund Analyst
2018-01-28 delete address 2A - 9497 201 Street Langley, BC V1M 4A5
2018-01-28 insert address 300 - 9440 - 202 St Langley, BC V1M 4A6
2018-01-28 update primary_contact 2A - 9497 201 Street, Langley, BC V1M 4A5 => 300 - 9440 - 202 St Langley, BC V1M 4A6
2017-09-01 delete service_pages_linkeddomain fidelity.ca
2017-07-28 delete service_pages_linkeddomain caregiver.org
2017-07-28 delete service_pages_linkeddomain caregiveraction.org
2017-07-28 delete service_pages_linkeddomain nih.gov
2017-06-30 delete contact_pages_linkeddomain financialwisdom.ca
2017-05-14 insert service_pages_linkeddomain financial-calculators.ca
2017-03-09 update person_title Gordon Flann: Wealth Advisor => Retirement Specialist
2016-08-13 delete source_ip 67.231.18.66
2016-08-13 insert source_ip 198.27.68.115
2016-06-12 delete source_ip 67.231.18.161
2016-06-12 insert source_ip 67.231.18.66
2016-03-31 insert career_pages_linkeddomain advisornet.ca
2016-03-31 insert service_pages_linkeddomain advisornet.ca
2015-11-06 delete source_ip 216.139.225.241
2015-11-06 insert source_ip 67.231.18.161
2015-09-11 insert service_pages_linkeddomain cra-arc.gc.ca
2015-07-14 delete service_pages_linkeddomain cra-arc.gc.ca
2015-04-20 delete person Jessica Kirkpatrick