Who We Are
IDC Worldsource Insurance Network Inc. (IDC WIN) is dedicated to setting the benchmark for service excellence.
We are one of Canada’s largest life insurance managing general agencies, with strategically located offices across the country. Our talented national team offers advisors a diverse network of professionals who have earned a solid reputation as industry leaders.
By understanding that industry standards continue to evolve, we are always developing tailored programs and services to meet our advisors’ needs while enhancing their ability to recognize current and prospective growth opportunities.
IDC WIN is a company with a sound and stable history; from our firm beginnings in Guardian Capital Group Limited in 1962, we have grown to serve over 2,000 insurance advisors, who sell products from all major life insurers and have over $1.5 billion in segregated fund assets under administration.
We are one of three divisions under the Worldsource Wealth Management Inc. umbrella, a fully integrated wealth management company that is focused on building financial prosperity and delivering a full range of financial services.
At IDC WIN we are proud of where we came from and how that unique history helped form who we became.
Our founders, Paul Leonard and Bob Trowbridge, each had highly successful careers as agency managers. They also shared joint goals of creating independent life insurance agencies geared to supporting career agents.
Paul Leonard’s vision manifested in the creation of IDC Financial, a company focused on allowing advisors to maintain independent businesses for themselves, but not by themselves. Bob Trowbridge, a successful recruiter and management executive, leveraged his strong relationships and mentoring into building the Trowbridge Financial Network.
In 2004 Trowbridge Financial Network became part of the Worldsource Wealth Management Group of Companies (part of Guardian Capital Group Limited), providing insurance products and services nationally through the Worldsource Insurance Network.
Worldsource Insurance Network and IDC Financial had a decade-long working alliance. On July 1, 2011, they merged to create IDC Worldsource Insurance Network (IDC WIN).
IDC WIN has grown significantly through advisor recruitment and acquisitions. In November 2012 IDC WIN acquired the MGA business of Strategic Brokerage Services based in Calgary Alberta, including the business of the associated firm, SBS West, located in Langley, BC and Edmonton Alberta. In 2014 they acquired MGA Capital Management Financial Advisors Inc., based in St. John’s Newfoundland. Further expansion occurred in 2015 with the acquisition Valley-Wide Financial Corp., located in Abbotsford, BC and most recently, First Prairie Financial Inc. a leading regional MGA based in Edmonton.
The Guardian Group
IDC WIN is part of a much larger organization, under our parent company, Guardian Capital Group Limited.
Guardian has been an active player in the investment community for more than 50 years and has a reputation for solid performance through strong alliances and a robust fundamental understanding of financial markets. Guardian is a diversified financial services company with deep roots in Canada which serves the needs of a range of clients, through a group of distinct companies.
Guardian Capital LP manages portfolios for defined benefit and defined contribution pension plans, corporate insurance assets, foundations, endowments and third-party mutual funds with a fundamental, sustainable view of the markets. Our investment capabilities encompass Canadian, U.S., international and global mandates in equity and fixed income markets, and Canadian Real Estate. Guardian Capital LP also manages portfolios for retail intermediary clients that include sub-advisory relationships with mutual funds, insurance companies, banking institutions, closed-end funds, separately managed accounts and unified managed accounts.
Guardian Capital Advisors LP is our Private Wealth management firm, providing investment management expertise to private clients, family offices, estates and trusts, and charitable organizations since 1992. Our team of portfolio managers at offices in Vancouver, Calgary and Toronto, design tailored and tax efficient investment solutions of fully discretionary segregated accounts and pooled funds.
International Private Banking
Alexandria is our home for international operations, conducted through a private bank in the Cayman Islands and a trust company in Barbados. These companies focus on trust and corporate administration as well as investment management and asset preservation for international clients.
Worldsource Wealth Management Inc. is our financial advisory dealership business. We are one of the divisions under the Worldsource Wealth Management Inc. umbrella which includes three business lines - Worldsource Financial Management Inc., our mutual fund dealership, Worldsource Securities Inc., our securities dealership, and IDC WIN, a managing general agency for insurance.