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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.

Jennifer Maier ~ CFP

Jennifer Maier

Jennifer Maier is a Certified Financial Planner (CFP) who has earned her designation through 10 years of education and experience in the financial industry.

When her father died suddenly at the age of 52, Jennifer studied personal financial planning, out of necessity, to assist her mother and herself address their new financial questions and needs.

She discovered that her passion for problem solving and helping others made her a natural. Since that time, Jennifer has helped many people achieve their goals and gain peace of mind.

Jennifer is committed to providing comprehensive financial planning services based on each client’s needs and values. Her background in tax preparation, insurance and investments lends depth to her planning strategies.

Objective advice, caring service and lifestyle planning are the hallmarks of Jennifer’s approach.

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Phone: 604.468.0888 Ext 28
Fax: 604.468.0887