Operational Processes and Technology to Enhance Your Business

We’re focused on providing valuable resources that complement the strengths of independent practices. Utilizing the depth of our enhanced operational processes and state-of-the-art technologies, we can work together to leverage your personalized brand, enhance the overall operation of your business and – ultimately – help strengthen your relationships with clients.

Unwavering Compliance Support

As part of WFM’s complete range of services, we offer access to a robust Compliance team with the expertise and knowledge to help you navigate through the complexities of regulatory change and compliance challenges. The team is focused on offering expert guidance, support and advice to best protect your interests as you run your business. They are committed to simplifying and automating various compliance functions through our advisor back-office platform.

Supporting Your Independence as Your Strategic Partner

We strive to be progressive and responsive to the unique circumstances of your business. This commitment involves providing an open forum for communication – through Advisory, Administrative and Compliance Councils and other communication strategies, so we can continue to better meet your needs.

Gain Time for What Matters Most – Your Clients

By utilizing our range of resources, you can focus on what matters most: meeting the needs of your clients. With our sophisticated array of technologies, tools and resources, you’ll gain added efficiencies, time and capacity to strengthen– and possibly expand – your services to clients.

Backed by the Strength of Desjardins Group

Worldsource Financial Management is a division of Worldsource Wealth Management, a wholly-owned subsidiary of Desjardins Group, North America's largest financial cooperative and provider of financial and insurance solutions.