Worldsource Wealth Management

www.worldsourcewealth.com

Worldsource Wealth Management Inc. (WWM) is a fully integrated wealth management company focused on building financial prosperity, and a wholly-owned subsidiary of Guardian Capital Group Limited. It is comprised of: Worldsource Financial Management Inc. (WFM), an independent mutual fund dealer regulated by the Mutual Funds Dealer Association of Canada (MFDA). Over 700 mutual fund advisors across Canada have partnered with WFM, serving the financial planning needs of over 150,000 Canadian investor clients. Worldsource Securities Inc. (WSI), a full-service investment dealer and a Member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund). WSI has served Canadian investors for over 15 years through partnerships with a network of seasoned industry professionals focused on providing exemplary financial advice. IDC Worldsource Insurance Network Inc. (IDC WIN), one of Canada’s largest life insurance managing general agencies. You can follow IDC WIN's LinkedIn page for more information.

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Worldsource Wealth Management Inc. (WWM) is a fully integrated wealth management company focused on building financial prosperity, and a wholly-owned subsidiary of Guardian Capital Group Limited. It is comprised of: Worldsource Financial Management Inc. (WFM), an independent mutual fund dealer regulated by the Mutual Funds Dealer Association of Canada (MFDA). Over 700 mutual fund advisors across Canada have partnered with WFM, serving the financial planning needs of over 150,000 Canadian investor clients. Worldsource Securities Inc. (WSI), a full-service investment dealer and a Member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund). WSI has served Canadian investors for over 15 years through partnerships with a network of seasoned industry professionals focused on providing exemplary financial advice. IDC Worldsource Insurance Network Inc. (IDC WIN), one of Canada’s largest life insurance managing general agencies. You can follow IDC WIN's LinkedIn page for more information.

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Country

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City (Headquarters)

Markham

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Employees

501-1000

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Founded

1994

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Potential Decision Makers

  • Vice President Marketing

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President , Investment Services

    Email ****** @****.com
    Phone (***) ****-****
  • Branch Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Alternate Branch Manager

    Email ****** @****.com
    Phone (***) ****-****

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