Worldsource Financial Management Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Nov 2022 21:06:01 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Worldsource Financial Management Inc. – Investment Executive https://www.investmentexecutive.com 32 32 Desjardins to acquire Worldsource wealth and insurance businesses from Guardian Capital https://www.investmentexecutive.com/news/industry-news/desjardins-to-acquire-worldsource-wealth-and-insurance-businesses-from-guardian-capital/ Wed, 30 Nov 2022 16:02:00 +0000 https://www.investmentexecutive.com/?p=456621 Desjardins said it plans to operate the three companies as standalone entities

The post Desjardins to acquire Worldsource wealth and insurance businesses from Guardian Capital appeared first on Investment Executive.

]]> Credit unions up their game in wealth management https://www.investmentexecutive.com/news/industry-news/credit-unions-up-their-game-in-wealth-management/ Fri, 25 Nov 2022 20:37:18 +0000 https://www.investmentexecutive.com/?p=455919 The state of play of advisory, investment services from co-operatives, credit unions

The post Credit unions up their game in wealth management appeared first on Investment Executive.

]]> MFDA fines Worldsource $150,000 for supervisory failings https://www.investmentexecutive.com/news/from-the-regulators/mfda-fines-worldsource-150000-for-supervisory-failings/ Fri, 30 Jun 2017 14:20:00 +0000 https://www.investmentexecutive.com/uncategorized/mfda-fines-worldsource-150000-for-supervisory-failings/ The firm did not report allegations against a rep to the MFDA’s Member Event Tracking System or carry out an adequate investigation

The post MFDA fines Worldsource $150,000 for supervisory failings appeared first on Investment Executive.

]]> Mitchell leaves Worldsource for SEI https://www.investmentexecutive.com/news/people/mitchell-leaves-worldsource-for-sei/ Thu, 01 Aug 2013 18:15:00 +0000 https://www.investmentexecutive.com/uncategorized/mitchell-leaves-worldsource-for-sei/ Hunt to take over both channels of Worldsource

The post Mitchell leaves Worldsource for SEI appeared first on Investment Executive.

]]> SEI brings goals based investing to Canada https://www.investmentexecutive.com/news/products/sei-brings-goals-based-investing-to-canada/ Tue, 08 May 2012 14:50:00 +0000 https://www.investmentexecutive.com/uncategorized/sei-brings-goals-based-investing-to-canada/ Worldsource Financial Management first to enter dealer agreement

The post SEI brings goals based investing to Canada appeared first on Investment Executive.

]]> MFDA accepts settlement with Worldsource Financial https://www.investmentexecutive.com/news/from-the-regulators/mfda-accepts-settlement-with-worldsource-financial/ Thu, 15 Jul 2010 20:25:00 +0000 https://www.investmentexecutive.com/uncategorized/mfda-accepts-settlement-with-worldsource-financial/ Dealer fined $50,000 for compliance deficiencies

The post MFDA accepts settlement with Worldsource Financial appeared first on Investment Executive.

]]> Worldsource announces partnership with Coast Capital https://www.investmentexecutive.com/news/industry-news/worldsource-announces-partnership-with-coast-capital/ Wed, 05 Dec 2007 21:10:00 +0000 https://www.investmentexecutive.com/uncategorized/worldsource-announces-partnership-with-coast-capital/ Worldsource to provide credit union with fund dealer and insurance services

The post Worldsource announces partnership with Coast Capital appeared first on Investment Executive.

]]> ING Canada announces mutual fund distribution agreements https://www.investmentexecutive.com/news/industry-news/ing-canada-announces-mutual-fund-distribution-agreements/ Thu, 02 Aug 2007 15:55:00 +0000 https://www.investmentexecutive.com/uncategorized/ing-canada-announces-mutual-fund-distribution-agreements/ Groupe Cloutier, Worldsource Financial Management to provide fund distribution services to P&C brokerages

The post ING Canada announces mutual fund distribution agreements appeared first on Investment Executive.

]]> Worldsource signs service contract with experienced underwriter https://www.investmentexecutive.com/news/people/worldsource-signs-service-contract-with-experienced-underwriter/ Sun, 29 Apr 2007 18:39:00 +0000 https://www.investmentexecutive.com/uncategorized/worldsource-signs-service-contract-with-experienced-underwriter/ Leo Penney has more than 30 years of experience in the underwriting community helping producers package large cases for underwriting decision

The post Worldsource signs service contract with experienced underwriter appeared first on Investment Executive.

]]> Worldsource Insurance Network appoints senior officer https://www.investmentexecutive.com/news/people/worldsource-insurance-network-appoints-senior-officer/ Wed, 24 Jan 2007 21:40:00 +0000 https://www.investmentexecutive.com/uncategorized/worldsource-insurance-network-appoints-senior-officer/ Morden to be based in Vancouver

The post Worldsource Insurance Network appoints senior officer appeared first on Investment Executive.

]]>