Worldsource Financial Management is a wholly owned subsidiary of Guardian Capital Group Limited. With roots going back to 1962, Guardian Capital LP is an independent investment firm managing $22.8 billion in institutional assets on behalf of their clients, with an additional $5.2 billion in AUM for the retail intermediary channel, (as of December 31, 2014).
Today we support some of Canada’s most distinguished Investment Advisors, by allowing them to flourish in an environment that is free from the interference of corporate objectives.
The family of Guardian companies includes:
- Guardian Capital LP
Institutional investment management
- Guardian Capital Advisors Inc.
High net worth investment counselor
- Alexandria Bancorp Limited
International wealth management
- Worldsource Financial Management Inc.
Mutual fund dealer
- Worldsource Securities Inc.
- IDC Worldsource Insurance Network Inc.
Leading managing general agency