Worldsource Financial Management Inc. (WFM) is one of Canada's largest mutual fund dealerships and a member of the Canadian Investment Regulatory Organization (CIRO). It operates as a subsidiary of Guardian Capital Group Limited. WFM's business model is centered on supporting a national network of independent financial advisors, such as Igneski Financial, by providing them with compliance oversight, back-office support, technology, and access to a wide array of investment and insurance products. This structure allows advisors to run their own practices while leveraging the resources and regulatory framework of a major national firm to offer holistic wealth management services to their clients.

Founded in

Canada