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

We are thrilled to announce that for the third year in a row, Wealth Professional magazine has named Worldsource as one of the recipients of their 5-star wealth management firms.


The awards take a holistic look at wealth management firms across the country, assessing them for excellence in key areas such as culture, compliance, training, and technology. The official announcement is available on the Wealth Professional website.


"At the heart of our success lies our strength in partnerships and our respect for independence. At Worldsource, we prioritize relationships above all else, committing to close collaboration with our advisory and corporate communities to validate our strategic direction and drive growth," says Trish Nielsen, EVP Corporate Development and Wealth Solutions. "We empower our partners to expand their businesses and foster enduring client relationships through freedom of choice—offering access to a wide array of advanced tools, investment solutions, and personalized support tailored to their unique needs. Being acknowledged for three consecutive years is not something we take for granted; it fuels our commitment to continuous improvement and ongoing innovation in our offering.”


Worldsource is honoured to once again be recognized for our belief in the power of choice, and our commitment to empowering advisors. It reaffirms that our focus on building lasting partnerships through our consultative and collaborative approach continues to be a valuable offering in the competitive financial services landscape.

June 24, 2024

About Worldsource Wealth Management

Worldsource Wealth Management (WWM) is a fully integrated wealth management company focused on supporting Financial Advisors and building financial prosperity for Canadians. WWM is a wholly owned subsidiary of Desjardins Group, the leading financial cooperative in North America with over 100 years of dedication to the people and communities they serve. WWM is comprised of Worldsource Financial Management Inc., a mutual fund dealer and Worldsource Securities Inc. an investment dealer that are divisions of Worldsource Group of Companies Inc., operating as Worldsource Wealth Management.