Our Alliances


Collaborating to Deliver Service Excellence

IDC WIN has significant and long-tenured relationships with numerous insurance carriers. As well, we take an integrated approach with our parent company, Guardian Capital, accessing the institutional-level asset management and wealth management expertise of Guardian Capital LP, Guardian Capital Advisors LP, Worldsource Financial Management (mutual fund dealership) and Worldsource Securities (securities dealership).

Together, we provide you with a broad range of financial products and services to help meet your clients’ needs.


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