New Calculators | FAQ’s | Site Map

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.

Community Calendar

CATCH ALL THE ACTION OF THE VANCOUVER 2010 OLYMPICS AND PARALMPICS! 
The Olympics take place from February 12 to February 28th; the Paralympics take place from March 13 to March 21st. 

Click here for the 2010 WINTER OLYMPICS schedule

Click here for the 2010 WINTER PARALYMPICS schedule

 

 

 Visit the following links to see what is going on in your community!

  MAPLE RIDGE – PITT MEADOWS COMMUNITY CALENDAR:  Community Events Webpage Link

  TRI-CITIES COMMUNITY CALENDAR:   Community Calendar Webpage Link

  VANCOUVER COMMUNITY CALENDAR:  Community Calendar Webpage Link