Worldsource Wealth Management

Worldsource Wealth Management

Financial Services Ca 348 employees
Employees
348
Contacts
2
Emails
2

Worldsource Wealth Management Overview

Headquarters
Ca
Industry
Financial Services
Employees
348
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Worldsource Wealth Management

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/social-media).

Worldsource Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Worldsource Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Paul Davenport
Email
Rene Niederhauser Managing Partner;palladin Capital
Email
Karen Okimi, Cfp, Clu Certified Financial Planner at Armour
View
Hossein Ghaffarizadeh Sr. Network Specialist
View

Employees by Management Level

Individual contributor 20 profiles
Director 5 profiles
Manager 4 profiles
Senior / Lead 4 profiles
Executive 3 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
IT 5 5 1
Executive 4 4 3
General 4 4 1
Marketing 3 3 1
Sales 2 2 0
Legal 2 2 0

Worldsource Wealth Management Tech Stack

Engineering 3 profiles
Cloud / infrastructure 1 profile
Data / AI 1 profile
Product / design 1 profile

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