Worldsource Wealth Management
Financial Services
Ca
348 employees
- Employees
- 348
- Contacts
- 2
- Emails
- 2
Worldsource Wealth Management Overview
- Headquarters
- Ca
- Website
- worldsourcefinancial.com
- Industry
- Financial Services
- Employees
- 348
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Paul Davenport | Port Moody, British Columbia, Canada |
Email
|
|
| Rene Niederhauser | Managing Partner;palladin Capital | Ottawa, Ontario, Canada |
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 | 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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