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WFM

Worldsource Financial Management is a division of Worldsource Wealth Management Inc., a fully integrated wealth management company that is focused on building financial prosperity. With roots dating back to 1962 through Guardian Capital Limited, Worldsource Financial Management is home to 600 independent mutual fund advisors representing over $6 billion in assets across Canada.

As my strategic partner, Worldsource offers a progressive platform that supports advisor-client relationships and provides advisors with maximum autonomy. As my mutual fund dealer they work to provide the tools, services and support I require to best meet your needs. Worldsource is committed to delivering the highest standard of service, developing market-leading administrative tools, providing timely and relevant proprietary research and delivering innovative technology that positions them as industry leaders.

Worldsource Financial Management is a member of the Mutual Fund Dealers Association (MFDA).