Who We Are

 

Worldsource Financial Management supports the innovative and entrepreneurial approach that independent advisors bring to their professional practice – helping them deliver a greater level of services to their valued clients. Today, mutual fund advisors from across the country have partnered with us to better their businesses and relationships with investors, like you.

 

Our services to independent advisors extend beyond simply providing access to mutual funds, trading, compliance and administration. We provide proactive training, operational support, technically-advanced business management and planning tools to benefit both advisors and investors alike. Together, we work to benefit investors by setting the highest ethical standards for their business and ours, while operating with confidentiality and integrity.

 

The Value of Advice

Many Canadians believe they do not have enough assets to seek the advice of an advisor. This is far from the truth. Numerous studies have validated the fact that professional advice works for investors of all circumstances. To secure a healthy financial future for yourself and your family at all stages of life, it’s important to address a number of major issues that will ultimately help reduce financial stress, plan appropriately for your situation and, most importantly, grow your net worth. An investment advisor is someone who can help you navigate these challenges and help you stay on track.

Worldsource Financial Management works with advisors who have built their clientele on a strong foundation of one-on-one relationships and the highest level of trust. By understanding your particular investment profile, personal financial goals and tolerance for risk, they offer comprehensive financial planning solutions and sound investment advice that achieve results.


Convenient Portfolio Access

Our Investor website provides you with valuable, instant access to all your portfolio activity. It’s convenient, secure and easy to use – and accessible by browser or on mobile devices. It also allows seamless access to other important information, such as additional investment resources and your investment profile.

Worldsource Financial Management works with advisors who have built their clientele on a strong foundation of one-on-one relationships and the highest level of trust. By understanding your particular investment profile, personal financial goals and tolerance for risk, they offer comprehensive financial planning solutions and sound investment advice that achieve results.

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