Welcome to Worldsource Financial Management. Worldsource Financial Management is a division of Worldsource Wealth Management Inc., a fully integrated wealth management company that is focused on building financial prosperity. Worldsource Wealth Management Inc. is a fully owned subsidiary of Guardian Capital Group Limited. Guardian Capital Group Limited is a diversified financial services firm which serves the needs of a range of clients.
Supporting Professional Advisors Across Canada
Worldsource Financial Management supports the innovative and entrepreneurial approach that independent advisors bring to their professional practices. Today, over 600 independent mutual fund advisors have partnered with Worldsource Financial Management, serving the financial planning needs of over 100,000 Canadian investor clients.
A Strategic Partner for Today’s Professional Advisor
As your advisor’s strategic partner, we work to provide the tools, services and support they require in order to best meet your needs. We are committed to delivering the highest standard of service, developing market leading administrative tools, providing timely and relevant research and reporting, and delivering innovative technology that positions us as industry leaders.
Through WorldPort, Worldsource and your advisor provide access to real-time account information. WorldPort allows you access to your account at any time from anywhere, worldwide.
To find out more about the Worldsource Group of Companies, contact us.