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.

Jocelyn Postler

Jocelyn Postler

Jocelyn Postler has recently joined our team, from Vancouver Worldsource Financial Management. Jocelyn has worked as a Mutual Fund Administrator as well as a Compensation Specialist for the last 9 years. Jocelyn specializes in Mutual Fund back office administration. Jocelyn has worked with some of the Top Financial Advisors in the industry, She knows all of the in's and out's of daily processing.

Jocelyn is pleased to be a part of Irvine Financial Inc. and is looking forward to growing with this company and serving you.

Jocelyn personal interests are Boating, Skiing, Fitness, and of course Shopping!

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