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More than filing: How advisors can translate returns into roadmap

For advisors, this is an opportunity to develop relationships by showing up and delivering clarity when it’s needed most.

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More than filing: How advisors can translate returns into roadmap

For advisors, this is an opportunity to develop relationships by showing up and delivering clarity when it’s needed most.

Read more

News

Worldsource awarded 5-star wealth management firm for third consecutive year

Worldsource awarded 5-star wealth management firm for third consecutive year

June 24, 2024

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Worldsource Wealth Management to partner with Branch Out Neurological Foundation

Worldsource Wealth Management to partner with Branch Out Neurological Foundation

December 07, 2023

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Worldsource Wealth Management and IDC WIN to Utilize Broadridge’s AdvisorStream

Worldsource Wealth Management and IDC WIN to Utilize Broadridge’s AdvisorStream

July 18, 2023

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Insights

From awareness to action: How to engage clients this Financial Literacy Month

From awareness to action: How to engage clients this Financial Literacy Month

January 26, 2026

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More than filing: How advisors can translate returns into roadmap

More than filing: How advisors can translate returns into roadmap

January 28, 2026

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Growing and mentoring your team

Growing and mentoring your team

November 04, 2025

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Media relations

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Stay informed with our latest updates, expert commentary and industry analyses in our Media relations hub. For media inquiries or collaboration opportunities, connect with:

Worldsource media hub

800-341-1013

communications@worldsourcewealth.com

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© 2026 Worldsource Wealth Management Inc.

Worldsource Wealth Management Inc.

Phone: 905.940.5500 | 1.800.287.4869

Worldsource Wealth Management Inc.

Phone: 905.940.5500 | 1.800.287.4869

Worldsource Wealth Management Inc. and Worldsource Financial Management Inc. are members of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO), and are regulated by these organizations. Both entities are subsidiaries of Worldsource Group of Companies Inc., a wholly owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (“FCDQ”), which is part of the Desjardins Group.

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