Fiducia Wealth Management is an independent financial planning and wealth management firm based in Kelowna, British Columbia. The firm focuses on a holistic approach to financial health, covering investment management, retirement planning, risk management, and estate and tax planning. Fiducia operates as a trade name and its advisors offer mutual funds and other approved products through Worldsource Financial Management Inc., which is their sponsoring mutual fund dealer and a member of the Canadian Investment Regulatory Organization (CIRO). This structure allows them to provide independent advice while leveraging the regulatory compliance and back-office support of a large national dealer.

Founded in

Canada