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.

Marina McDowell ~ Executive Assistant to Fraser McDowell

Marina McDowell

Marina has been working with Fraser assisting in client satisfaction and trouble-shooting since 1996. She grew up and was educated in Calgary and learned the office environment early. She traveled extensively in the 80's which included living in Australia for 4 years. She worked for presidents and CEO's in various office environments.

Marina's biggest asset is working in investor relations and marketing. Continuous people contact and ensuring satisfaction she attributes as the most important aspect of her job. She has resided in Vancouver since 1989 where she married and had two children. She's very involved with their extra-curricular activities and volunteers at their school. On a more personal note, Marina enjoys traveling, home decorating, walking and most importantly, just hanging out with her family.

Email
Phone: 604.468.0888 Ext 4204
Fax: 604.468.0887