Worldsource Wealth Management

Financial Services, Other Financial Investment Activities, Finance and Insurance · 501 Employees
Phone Number: advisorrelations@worldsourcewealth.com
Email Address: advisorrelations@worldsourcewealth.com
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About
Worldsource Wealth Management (WWM) is a fully integrated wealth management company focused on building financial prosperity, and a wholly-owned subsidiary of Desjardins Group. 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. Social Media Legal Information and Disclaimer: Please read Worldsource Wealth Management's full Social Media Legal Disclaimer (https://www.worldsourcewealth.com/files/live/sites/wwm/files/common_public/docs/footer/SocialMedia-Policy_WWM-en.pdf).
Year Founded
1994
Social Media
Linkedin
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
625 Cochrane Drive Suite 700 Markham, Ontario L3R 9R9, CA
Keywords
Financial AdvisoryAdvisorsMutual FundsInvestmentsFinancial PlanningWealth ManagementAdviceand Financial Advisorslife insurancebanking and insurance
Location
  • 625 Cochrane Drive Suite 700 Markham, Ontario L3R 9R9, CA

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