Read our commentary on CSA’s announcement regarding a new self-regulatory organization
Client Agreement and Disclosure Brochure

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 Inc. is a wholly owned subsidiary of Guardian Capital Group Limited.

For over 50 years, Guardian has earned its reputation as a well-respected, diversified financial services firm. With global reach, Guardian covers institutional relationships, banking, private wealth clients, financial advisory services and investment management expertise across all asset classes.