For more than three decades, Worldsource Wealth Management has been providing expansive dealership and insurance services, sound governance and innovative solutions. We believe in transparency and the freedom of choice. Our goal is to provide personalized solutions that meet your evolving needs, ensuring you’re not burdened with pre-set choices or options that don’t fit your requirements.

We respect that you have unique needs, obligations and goals. We’re here to help you meet them. Our offering enables you to customize a package that best suits your needs and your brand. Our suite of complete solutions supports you where you need it most, including the following:

 
 
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Independence

We work with your business model, not the other way around. Our entrepreneurial mindset focuses on giving you transparency, choice and autonomy.

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Holistic experience

Our approach doesn’t end with dealer services. We understand that supporting you means supporting all sides of your business. From strategic alliances to thought leadership, we offer more to support your whole picture.

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Innovation

We partner with best-in-class vendors to provide the industry-leading tools and technology you need to strategically scale your business.

 

The Power of Open Architecture

 

The full spectrum of in-house resources and open architecture solutions that come with being a Worldsource partner makes it possible for you to focus on what matters most: serving your clients and growing your business.

 
The Power of Open Architecture solution

The experience and global reach of Guardian Capital Group

 
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Guardian is an independent and diversified global financial services company. Founded in 1962, Guardian’s reputation for steady growth, long-term relationships and its core values of trustworthiness, integrity and stability have been key to its success over six decades.

Today, Guardian Capital Group manages over $87.88B* in total assets.

*As of December 31, 2021, Guardian Capital Group assets under management (AUM) are $56.34 billion and assets under administration (AUA) are $31.51 billion.
 

A reputation of trust. A culture of ambition and growth.

 
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An independent mutual fund dealer, regulated by the Mutual Funds Dealer Association of Canada (MFDA).

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A full-service investment dealer and a Member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund).

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One of Canada’s largest life insurance Managing General Agencies, IDC Worldsource Insurance Network (IDC WIN) supports the efforts of over 1,300 advisors across Canada.

 

Start the conversation

 

Learn more about how the independent dealer model can elevate your future.

 

905.940.0070 | 800.341.1013

partnerships@worldsourcewealth.com