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:
Independence
We work with your business model, not the other way around. Our entrepreneurial mindset focuses on giving you transparency, choice and autonomy.
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.
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.
Backed by the strength of Desjardins Group
Desjardins Group is the leading financial cooperative in North America. For over 100 years, Desjardins has championed growth and innovation in the financial sector. From opening the first caisse to pioneering digital banking in Quebec, they have stayed true to their founder's philosophy: to contribute to the well-being of individuals and communities.
Today, their network of business units and entities provides a full range of financial and insurance services to over 7.5 million members and clients.
A reputation of trust. A culture of ambition and growth.
An independent mutual fund dealer, regulated by the Mutual Funds Dealer Association of Canada (MFDA).
A full-service investment dealer and a Member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund).
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
Worldsource Financial Management Inc. (“Worldsource”), Worldsource Securities Inc. (“WSI”) and IDC Worldsource Insurance Network Inc. (“IDCWIN”) are wholly owned indirect subsidiaries of the Fédération des caisses Desjardins du Québec (“FCDQ”), which are part of the Desjardins Group.
