Read our commentary on CSA’s announcement regarding a new self-regulatory organization

You Know Your Business. We Know Ours.

We offer cutting-edge tools, support, and actionable solutions to help enhance your business.. 


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We give you the tools to succeed and we help along the way


The Value of Advice

Set your goals higher with help from our expert financial advisors. The independent advisors that Worldsource Financial Management (WFM) supports have built their clientele on a strong foundation of one-on-one relationships and the highest level of trust. By fully understanding your investment needs, they can help you secure your financial future through sound advice, complete financial plans and leading investment solutions.


Our Worldsource Partners

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Worldsource Securities Inc. (WSI) is 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 our partnerships with a network of seasoned industry professionals, focused on providing exemplary financial advice.


One of Canada’s largest life insurance Managing General Agencies, IDC Worldsource Insurance Network (IDC WIN) supports the efforts of over 1,300 advisors across Canada.

With roots dating back to 2000, IDC WIN offers top flight technology, education and back-office resources to advisors, backed by experienced industry leadership and a broad range of insurance products from the leading carriers.



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Worldsource Wealth Management is a wholly owned subsidiary of Desjardins Group.

For more than 100 years, Desjardins has been dedicated to improving the financial well being of the people and communities they serve. Now, as the leading financial cooperative in North America, Desjardins provides innovative banking and insurance solutions to over 7.5 million members and clients.