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Worldsource Wealth Management Information

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For over three decades, Worldsource Wealth Management has been a leading independent dealership in Canada and is a wholly-owned subsidiary of the Desjardins Group. Driven by our strong commitment to transparency and freedom of choice, we believe in empowering our partners by providing access to innovative tools, investment solutions and personalized support they need to enrich the financial lives of Canadians. Please read our Social Media Disclaimer here: https://www.worldsourcewealth.com/social-media

Website https://www.worldsourcewealth.com/
Revenue $33.2 million
Employees 380 (210 on RocketReach)
Founded 2003
Address 625 Cochrane Drive, Suite 700, Markham, Ontario L3R 9R9, CA
Technologies
Industry Financial Services, Finance, Finance General, FinTech
Web Rank 625321
Keywords Wealth Management, Financial Planning, Investment Management, Portfolio Management, Financial Advisory, Asset Management, Investment Advisory, Retirement Planning, Wealth Preservation, Wealth Building, Estate Planning, Financial Consulting, Risk Management, Long-Term Investing, Financial Security, Capital Preservation, Financial Prosperity, Tax Planning, Insurance Planning, High-Net-Worth Individuals
Competitors HUB Financial Inc., PH&N Institutional, Sterling Mutuals Inc., Portfolio Strategies Corporation, Carte Wealth Management Inc. (view competitors)
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 52393 Companies

Worldsource Wealth Management Questions

The Worldsource Wealth Management annual revenue was $33.2 million in 2026.

Doce Tomic is the Chairman and Ceo of Worldsource Wealth Management.

210 people are employed at Worldsource Wealth Management.

Worldsource Wealth Management is based in Markham, Ontario.

The NAICS codes for Worldsource Wealth Management are [52, 5239, 523, 5231, 52393].

The SIC codes for Worldsource Wealth Management are [62, 628].

Top Worldsource Wealth Management Employees

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