First Capital Financial operates as a trade name for Worldsource Financial Management Inc., a major Canadian financial services firm and a Mutual Fund Dealer. Worldsource provides independent financial advisors with the necessary back-office support, technology, compliance, and product access to serve their clients effectively. As part of this network, First Capital Financial focuses on delivering personalized wealth management solutions, including retirement planning, investment strategies, and insurance services to individuals, families, and business owners. Worldsource Financial Management Inc. is a subsidiary of Guardian Capital Group Limited, a publicly-traded Canadian financial services company.

Founded in

Canada