Company Information

Get to know Brown Financial Security/Worldsource Financial Management Inc.

Brown Financial Security is an independent, family-run financial services firm based in Peterborough, Ontario, founded in 1968. The company focuses on creating comprehensive, long-term financial plans for its clients, covering areas such as investment management, retirement planning, insurance, and group benefits. Brown Financial Security operates as a managing general agency (MGA) and partners with Worldsource Financial Management Inc., which serves as its mutual fund dealer. This structure allows them to offer investment products while maintaining their status as independent advisors, with Worldsource Financial Management Inc. providing the regulatory and compliance oversight for their mutual fund-related activities.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Brown Financial Security/Worldsource Financial Management Inc.

Canada

Founded in

1993 (33 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.