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.

Founded in

Canada