About Worldsource Financial Management

Worldsource Financial Management is our strategic partner, offering industry leading innovative technology, timely and relevant research and analysis, enhanced operational and compliance processes, market leading administrative tools and a diversified product shelf.  Worldsource is committed to delivering the highest standard of services and support all backed by the stability of Guardian Capital Group Limited.

Worldsource Financial Management is a wholly owned subsidiary of Guardian Capital Group Limited, one of Canada’s largest publicly traded investment companies, with $13.5 billion in assets under management. As one of Canada’s fastest growing wealth management and advisory companies supporting over 600 independent mutual fund advisors, our sound history is complemented by a proven track record of accomplishment. Today, Worldsource supports some of Canada’s most distinguished Investment Advisors, by allowing them to flourish in an environment that is free from the interference of corporate objectives.

The family of Guardian companies includes: Guardian Capital Inc. (Institutional investment management); Guardian Capital Advisors Inc. (High net worth investment counsellor); Alexandria Bancorp Limited (International Wealth Management); Worldsource Financial Management Inc. (Mutual fund dealer); Worldsource Securities Inc. (Securities dealer); Worldsource Insurance Network Inc. (Leading general insurance agency).

https://www.worldsourcefinancial.com/portal/portal/WFMPortalPublic