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Finlay Wark Anthony Wealth Management / Worldsource Financial Management Inc.

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Canada

Founded in

2019 (6 Years)

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Get to know Finlay Wark Anthony Wealth Management / Worldsource Financial Management Inc.

Finlay Wark Anthony (FWA) Wealth Management is an independent financial advisory firm that offers a comprehensive suite of services including investment, retirement, tax, and estate planning. They operate on a model of providing personalized, independent advice to help clients achieve their long-term financial goals. FWA is affiliated with Worldsource Financial Management Inc., which acts as their sponsoring mutual fund dealer. Worldsource provides the regulatory framework, compliance oversight, and back-office support, allowing FWA advisors to focus on client relationships and advisory services. Worldsource Financial Management Inc. is one of Canada's leading independent mutual fund dealers.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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