Worldsource Wealth Management

Worldsource Wealth Management

Financial-Services

Markham, Ontario
Canada
Industry Category
Financial-Services
Company Description

Worldsource Wealth Management stands as a premier independent dealership in Canada, backed by over three decades of industry leadership. As a wholly-owned subsidiary of the Desjardins Group, Worldsource Wealth Management is dedicated to empowering financial advisors with innovative tools, diverse investment solutions, and personalized support, enhancing their ability to improve the financial well-being of Canadians. Located at 625 Cochrane Drive, Suite 700, Markham, Ontario L3R 9R9, CA, Worldsource Wealth Management operates with a strong commitment to transparency and freedom of choice.

Worldsource Wealth Management specializes in a broad array of financial services, including wealth management, financial planning, and investment advisory services. Through a comprehensive platform, Worldsource Wealth Management enables advisors to provide tailored solutions to meet the unique needs of their clients. By focusing on delivering exceptional value and fostering strong relationships, Worldsource Wealth Management continues to be a trusted partner for financial professionals across the country.

Worldsource Wealth Management is always seeking opportunities for growth and collaboration. We invite the management team at Worldsource Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further highlight your services and connect with a wider audience.

Worldsource Wealth Management est un chef de file du courtage indépendant au Canada, fort de plus de trois décennies de leadership dans l'industrie. En tant que filiale en propriété exclusive du groupe Desjardins, Worldsource Wealth Management se consacre à donner aux conseillers financiers des outils novateurs, des solutions de placement diversifiées et un soutien personnalisé, améliorant ainsi leur capacité à améliorer le bien-être financier des Canadiens. Situé au 625 Cochrane Drive, Suite 700, Markham, Ontario L3R 9R9, CA, Worldsource Wealth Management opère avec un fort engagement envers la transparence et la liberté de choix.

Worldsource Wealth Management se spécialise dans une vaste gamme de services financiers, y compris la gestion de patrimoine, la planification financière et les services de conseils en placement. Grâce à une plateforme complète, Worldsource Wealth Management permet aux conseillers de fournir des solutions sur mesure pour répondre aux besoins uniques de leurs clients. En mettant l'accent sur la prestation d'une valeur exceptionnelle et la promotion de relations solides, Worldsource Wealth Management continue d'être un partenaire de confiance pour les professionnels de la finance à travers le pays.

Worldsource Wealth Management est toujours à la recherche d'opportunités de croissance et de collaboration. Nous invitons l'équipe de direction de Worldsource Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mieux mettre en valeur vos services et de vous connecter avec un public plus large.

Key Personnel / Employees
Hossein Ghaffarizadeh Rene Niederhauser Paul Davenport Karen Okimi CFP CLU

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Founded Year
2011 2002
Company Size
2-10 11-50 11-50
City
Markham, Ontario eThekwini, KwaZulu-Natal Newport Beach, California
Country
Canada South Africa United States
Skills & Keywords Comparing with main company
13 Total Skills
Wealth Management Financial Planning Investment Advisory Financial Services Financial Solutions Investment Management Financial Advisors Succession Planning Advisors Investments Mutual Funds Advice Financial Advisory
5 Total 5 Unique
Unique Skills:
Bonds Corporate FD Financial Consultant Health Insurance Insurance Agent
8 Total 8 Unique
Unique Skills:
Estate Planning Independent Retirement Planning Retirement Specialists Risk Planning Tax Planning +2
9 Total 3 Common 6 Unique
Match 23%
Common Skills:
Financial Services Investment Advisory Investment Management
Unique Skills:
Asset Management Banking Management Life Planning Private Equity Retirement Planning Wealth Accumulation
4
Total Companies
2002
Oldest Founded
3
Countries
31
Unique Skills

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Alternative Company Names

This company is also known as

Worldsource Wealth Management 世界资源财富管理 वर्ल्डसोर्स वेल्थ मैनेजमेंट وورلدسورس لإدارة الثروات