Steve Fricker is an independent Certified Financial Planner professional and is a member in good standing with the Financial Planners Standards Council (FPSC) and ADVOCIS, (The Financial Advisors Association of Canada). Steve is able to offer mutual funds, GIC’s and some segregated funds provided by the fund companies through his sponsoring mutual fund dealer, Worldsource Financial Management Inc.
This is Steve’s 34th year in the Financial Services business during which time he has operated in various corporate insurance, investment and management roles before changing his focus to private practice in 2001. Westdale Financial Services Inc. was founded in 2006 and serves over 150 households in the greater Hamilton area.
Westdale Financial Services
8 Grandview Ave
Stoney Creek, ON L8E 5A5
905 667 2112
Email: steve@westdalefinancial.com
Client Service and Administrative Support
Cheryl Fricker cheryl@westdalefinancial.com
Worldsource Financial Management
Worldsource Financial Management is a strategic partner for independent Advisors across Canada. They offer a variety of tools, in house research, portfolio analysis and enhanced operational processes to help Advisors focus on strengthening their client relationships and grow their business.
Worldsource Financial Management is a division of Worldsource Wealth Management Inc., a fully integrated wealth management company that is focused on building financial prosperity for its clients. It is a fully owned subsidiary of Guardian Capital Group Limited which is a diversified financial services firm serving the needs of a range of clients.
Please visit www.worldsourcefinancial.com for further information.
Branch Office
50 Coreslab Drive
Flamborough, ON
L9H 0B2
Marnie Bosancich
Branch Manager
905-690-5050 EXT: 287
FAX: 905-690-2827
mbosancich@gryphinadvantage.com
Head Office
625 Cochrane Drive, Suite 700
Markham, ON
L3R 9R9