WORLDSOURCE WEALTH MANAGEMENT TO BRING CONQUEST PLANNING’S INTUITIVE FINANCIAL PLANNING PLATFORM TO ADVISORS
Competitive Tools to Complement Your Business
Competitive Tools to Complement Your Business
We are building for the future, through our network of relationships with insurance Advisors.
We make it easy for you to succeed because your success is our business
As a member of Worldsource Wealth Management,
we have established partnerships that offer aligned values and services
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.
Worldsource Financial Management Inc. (WFM) is an independent mutual fund dealer, regulated by the Mutual Funds Dealer Association of Canada (MFDA).
Across Canada, mutual fund advisors have partnered with us to serve the financial planning needs of over 150,000 Canadian investor clients.
Since 1989, WFM has provided a robust, sophisticated and holistic environment for independent advisors to build and grow their businesses.
IDC Worldsource Insurance Network Inc. is a division of Worldsource Wealth Management Inc., which 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.
