Worldsource Wealth Management
Finance · Canada · 201-500 Employees
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Overview
Headquarters
Markham, Ontario, CanadaWebsite
www.worldsourcewealth.comRevenue
$33.2 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
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About Worldsource Wealth Management
Worldsource is a leading independent dealership that partners with financial advisors to offer a comprehensive range of investment solutions and personalized support. With over 30 years of experience and 20.2 billion in assets under administration, it is dedicated to enhancing the financial well-being of Canadian clients. The company emphasizes digital innovation, industry-leading expertise, and strategic partnerships to help advisors grow their businesses. Backed by the Desjardins Group, Worldsource is committed to respecting advisors' freedom while providing effective operations and exceptional service.Explore more
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Worldsource Wealth Management News & Media
Worldsource Securities Inc. and Portfolio Aid Inc. Announce Portfolio-Level Suitability
MARKHAM, Ontario--(BUSINESS WIRE)--Worldsource Securities Inc. and Portfolio Aid Inc. announce launch of PortfolioAid "Prime" suitability module for WSI's managed account platforms.Worldsource Wealth Management and Coast Capital extend long-term partnership with new 10-year agreement
MARKHAM, Ontario, Oct. 26, 2022 (GLOBE NEWSWIRE) -- Worldsource Wealth Management Inc. (Worldsource), a subsidiary of Guardian Capital Group Limited (Guardian), announced today that it had extended its 14-year partnership with Coast Capital for another decade. The extension will see an expansion of Coast Capital’s relationship with Guardian, through new initiatives with IDC Worldsource Insurance Network and Guardian Capital LP’s (Guardian Capital) Canadian Retail Asset Management business.Worldsource Wealth Management to bring Conquest Planning’s intuitive financial planning platform to advisors
Worldsource will offer platform as an enterprise-wide solution to entire Wealth Management segment Worldsource will offer platform as an enterprise-wide solution to entire Wealth Management segmentWorldsource Financial Management Celebrates 30th Anniversary
MARKHAM, Ontario, Sept. 06, 2019 (GLOBE NEWSWIRE) -- Worldsource Financial Management Inc. (Worldsource), one of Canada’s leading mutual fund dealers, is celebrating three decades of powerful partnerships.
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Worldsource is a leading independent dealership that partners with financial advisors to offer a comprehensive range of investment solutions and personalized support. With over 30 years of experience and 20.2 billion in assets under administration, it is dedicated to enhancing the financial well-being of Canadian clients. The company emphasizes dig... Read More
