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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.

Fraser McDowell ~ CFP

Fraser McDowell

Fraser McDowell has over 12 years industry experience and is a Certified Financial Planner and graduate of the Canadian Securities Course. He has always strived to put the needs of the client ahead of any individual product. Taking a planning approach to the relationship rather than a sales approach all aspects of a client’s financial picture are addressed. As a specialist in the area of career transition and the integration of business and personal financial planning, he has developed tax and cost efficient strategies for hundreds of clients.

Fraser’s clients number over 300 individuals, families and small businesses. Directly and through strategic referral relationships Fraser strives to help with all aspects of a client’s financial affairs from drafting an overall financial plan, risk management, creating a customized investment portfolio using sophisticated software then building this portfolio using the industry’s best money management. Active investment management, tax and risk minimization are strictly followed. Finally, estate planning and lifestyle choices are carefully addressed.

Fraser has written and been a contributor to financial planning and career transition workbooks for major corporations.
Fraser is a guest and commentator for business and investment on a local radio station.

Corporate and Government Clients:
Fraser McDowell, along with an associate, has conducted seminars and workshops on financial planning and career transition for several groups and corporations for many years. We currently average about 3 per month for groups ranging from 10 To 100 people and have found ourselves in high demand as speakers.

 

Email
Phone: 604.468.0888 Ext 45
Fax: 604.468.0887

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