Company Information

Get to know worldsource financial management

For over 30 years, Worldsource Financial Management (WFM) has operated as one of Canada's leading mutual fund dealers. As a member of the Worldsource Wealth Management group of companies, which is a wholly-owned subsidiary of Guardian Capital Group Limited, WFM focuses on empowering independent financial advisors. The company provides its network of advisors with the necessary tools, a diverse range of investment and insurance products, and robust back-office support to help them build successful practices and provide holistic financial advice to their clients.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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worldsource financial management

Canada

Founded in

2003 (23 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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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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.