Worldsource Wealth Management (WWM) is a fully integrated wealth management company focused on building financial prosperity, and a wholly-owned subsidiary of Desjardins Group. It is comprised of: Worldsource Financial Management Inc. (WFM), an independent mutual fund dealer regulated by the Mutual Funds Dealer Association of Canada (MFDA). Over 700 mutual fund advisors across Canada have partnered with WFM, serving the financial planning needs of over 150,000 Canadian investor clients. Worldsource Securities Inc. (WSI), a full-service investment dealer and a Member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund). WSI has served Canadian investors for over 15 years through partnerships with a network of seasoned industry professionals focused on providing exemplary financial advice. IDC Worldsource Insurance Network Inc. (IDC WIN), one of Canada’s largest life insurance managing general agencies. You can follow IDC WIN's LinkedIn page for more information. Social Media Legal Information and Disclaimer: Please read Worldsource Wealth Management's full Social Media Legal Disclaimer (https://www.worldsourcewealth.com/files/live/sites/wwm/files/common_public/docs/footer/SocialMedia-Policy_WWM-en.pdf).
View Top Employees from Worldsource Wealth Management| Website | https://www.worldsourcewealth.com/homepage.html |
| Revenue | $20 million |
| Employees | 289 (204 on RocketReach) |
| Founded | 2003 |
| Address | 625 Cochrane Drive, Suite 700, Markham, Ontario L3R 9R9, CA |
| Phone | (613) 728-0589 |
| Fax | (905) 415-0184 |
| Technologies |
JavaScript,
Bootstrap,
Microsoft Office
+4 more
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| Industry | Financial Services, Finance, Finance General, FinTech |
| Web Rank | 625321 |
| Keywords | Wealth Management Products, Financial Planning, Life Insurance, Financial Advice, Wealth Management Solutions, Investment Planning Services, Retirement Planning |
| Competitors | Carte Wealth Management Inc., Credential, IQON (www.iqon.com), Portfolio Strategies Corporation, Sterling Mutuals Inc. |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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Worldsource Wealth Management Questions
The Worldsource Wealth Management annual revenue was $20 million in 2024.
Ashleigh Currie is the Vice President, Human Resources of Worldsource Wealth Management.
204 people are employed at Worldsource Wealth Management.
Worldsource Wealth Management is based in Markham, Ontario.
The NAICS codes for Worldsource Wealth Management are [5231, 52, 523, 52393, 5239].
The SIC codes for Worldsource Wealth Management are [62, 628].
Top Worldsource Wealth Management Employees
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