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Together, we will

Navigate the financial advisory landscape.

For more than three decades, Worldsource Wealth Management has been delivering comprehensive dealership services, robust governance and innovative solutions. Grounded in transparency and the freedom of choice, we are committed to providing personalized solutions that align with your evolving needs.

We are dedicated to nurturing collaborative growth and creating a positive impact by empowering our partners and enriching the well-being of the communities we serve.

Backed by the strength of Desjardins Group

With the strength and resources of Desjardins backing us, we provide advisors with an environment to thrive and succeed in.

For more than 100 years, Desjardins has been dedicated to improving the financial well-being of the people and communities they serve.

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Leading with expertise and collaboration

Our leadership team is dedicated to developing a collaborative approach with advisors, where your insights are valued and together we foster a partnership that drives your success.

Meet our leadership team

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Doce Tomic

Chairman and President

Doce Tomic has been Worldsource Wealth’s Chairman and President since 2021. With over 30 years of experience as a senior executive in wealth management, Doce’s expertise and vision have defined Worldsource’s guiding principles, shaping our direction and path to success.

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Trish Nielsen

EVP, Corporate Development & Wealth Solutions

Trish Nielsen is our EVP, Corporate Development & Wealth Solutions and has been with Worldsource since January 2015. Through her leadership, Trish’s team is the driving force behind advisor advocacy and engagement, practice management, wealth solutions, and business development.

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Kristen McLaren

Chief Financial Officer

Kristen McLaren is our Chief Financial Officer. She joined Worldsource in 2019 and assumed her current role in 2021. Kristen meticulously oversees the financial aspects of our business, ensuring the ongoing fiscal health and sustainability of Worldsource.

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Natasa Morfesis

VP Dealer Compliance and Chief Compliance Officer

Natasa Morfesis is our Vice President, Dealer Compliance and Chief Compliance Officer. She has been with Worldsource since 2010. Natasa believes that compliance requires a collaborative relationship with advisors, working together to navigating the regulatory landscape. Natasa’s expertise and sense of balance have propelled both our IIROC and MFDA divisions to be rated low-risk firms.

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Rob McLean

Chief Technology Officer

Rob McLean is our Chief Technology Officer. Joining in 2020, Rob leads all aspects of Technology, establishing strategies and governance to support the Worldsource ecosystem.

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Jacqueline Rodney

Vice President, Operations

Jacqueline Rodney is our Vice President, Operations. Focusing on reducing advisor administration with digital solutions and creating operational efficiencies by leveraging technology for growth and scalability, Jacqueline leads her team to drive results, manage risk, execute day-to-day transactions, and support strategic initiatives that create business growth.

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Ashleigh Currie

Vice President, Human Resource

Ashleigh Currie is our Vice President, Human Resources and has been a part of the Worldsource HR team since 2011. Through collaboration and transparency, Ashleigh is the steward of our end-to-end employee experience and internal culture.

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Jennifer Moss

Vice President, Marketing

Jennifer Moss is our Vice President, Marketing and has been a part of the Worldsource team since 2013. Jennifer leads the creative vision for Worldsource. Through effective branding, communications and strategic solutions to positioning, her team curates our distinctive identity in the industry.

The Worldsource approach

As your partner, we are committed to enhancing your advisory journey – elevating client experiences, streamlining operations and strengthening your competitive position.

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Optimize investment management

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Streamline administration and processes

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Integrated digital client experience

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Valuable, advice-based client interactions

Get in touch

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We help partners grow their businesses and build lasting client relationships by providing access to innovative tools, investment solutions, and personalized support.

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