Worldsource Financial Management (WFM) is a true independent mutual fund dealership. WFM Advisors have access to a wide selection of products solutions such as mutual funds, segregated Funds, GIC’s, Charitable Giving and Individual Pension Plan solutions. WFM also provides their Advisors with independent fund analysis as well quality research from its Parent company Guardian Capital Ltd.
Registered Plan Types include:
RRSP, Spousal RRSP, RRIF, Spousal RRIF, LIRA, LIF, RESP, Tax Free Savings Accounts (TFSA) and a Registered Disability Savings Plan (RDSP)
Non-Registered Plan Types include:
Individual; Joint with Rights of Survivorship; Estate; In-Trust and Corporate.