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).
Company Details
- Employees
- 348
- Address
- 625 Cochrane Drive, Suite 700,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- worldsourcefinancial.com
- Keywords
- Financial Advisory, Advisors, Mutual Funds, Investments, Financial Planning, Wealth Management, Advice, Financial Advisors.
- HQ
- Markham, Ontario
Worldsource Wealth Management Questions
Worldsource Wealth Management's website is worldsourcefinancial.com
Worldsource Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/worldsource-financial-management
Worldsource Wealth Management has
348 employees.
View email and phone details for 348
employees at Worldsource Wealth Management.
Worldsource Wealth Management's industry is
Financial Services
Worldsource Wealth Management's top competitors are
Eq Bank | Equitable Bank,
Aviso,
Ig Wealth Management,
Wealthsimple,
Fidelity Canada,
Idc Worldsource Insurance Network Inc.,
Ci Financial,
Scotiabank,
Harbourfront Wealth Management,
Guardian Capital Group.
Worldsource Wealth Management's categories are Financial Services
