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Our advisors are independent professionals who have built their clientele on a strong foundation of one-on-one relationships. Worldsource Financial Management advisors work with each individual client to understand personal financial goals, develop sound financial strategies and create a plan to obtain results. Plans are created to meet investor needs whether those needs call for capital appreciation, income or both. Many advisors are insurance professionals and are certified financial planners or hold a similar designation.

Mutual Fund Dealership

Today, over 800 independent mutual fund advisors channel mutual fund transactions through our dealership, Worldsource Financial Management Inc.

A mutual fund dealer is a company that provides the trading compliance and administration of mutual fund transactions. Regulations require that all mutual fund purchases be provided through a mutual fund dealer. We have a compliance team on staff to deal with all regulators and the major fund companies to ensure that transactions and services provided are compliant with the regulations of these governing bodies.

However, as we continue to set the highest ethical standards for ourselves, operating with confidentiality and integrity, we offer more than just compliance. Worldsource Financial Management provides proactive training, operations and sales support, technically advanced business management and planning tools to benefit both advisors and investors. As well, mutual fund advisors have access to a full suite of securities through Worldsource Securities.

Events

Annual Spring Seminar 2004

The 2004 Annual Spring Seminar was a focus on Healthcare: The Good, The Bad and The Ugly, and once again held at Westwood Plateau Golf & Country Club. Our key speakers included Ian Tootill, Vice President-Regional Sales of Talvest Mutual funds, Les Vertesi, Author & Physician, and Fraser McDowell, CFP- Perler Financial Group/Worldsource Financial Management Inc.

The seminar was a great success and explored the investment opportunities of mutual funds in the health sector, the changes in Canadian Medicare, and explained options for protecting yourself from the ever changing medical system.

If you were unable to attend the seminar but would like to receive an information package, please email us by filling out our contact form.

If there is a seminar topic that you would like to see, please also email us at  or call our office at 604-468-0888

Events Archives

POST DATE NEWS 2006 Harvest Day 2006 Annual Spring Seminar October 2005 Harvest Day September 1, 2005 Seminar - TD Bank Deputy Chief Economist, Craig Alexander 2004 Annual Spring Seminar 2004 Movie Day, Winter 2004 Harvest Day, Fall