Worldsource Inc
Finance and Accounting
Worldsource Financial Management is a leading independent mutual fund dealer that provides finance and accounting services for the banking and financial services verticals, known for its advisor-focused approach and digital innovation.
Size
1-10
Private
1m-10m
Mission
About
Worldsource Financial Management offers finance and accounting services along with wealth management and investment products for clients in the banking and financial services sectors. The company operates using a partnership model and supports over 3,000 independent advisors and financial institutions.
It is recognized for its 5-star dealership status, with over $20 billion in assets under administration and a commitment to transparency and independence.
Services
Worldsource Financial Management provides finance and accounting services supported by wealth management and investment products. These services cover mutual funds, segregated funds, GICs, exempt market products, and Exchange Traded Funds (ETFs), tailored to support independent advisors and their clients on their wealth journeys.
Capabilities
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Industries Served
The company serves clients in the banking and financial services verticals. It has experience supporting independent financial advisors and wealth management professionals with services aligned to industry-specific requirements and technology platforms such as Broadridge's wealth management solutions.
Unique Stregths
Worldsource Financial Management is known for its advisor-focused approach and commitment to transparency, offering clients entrepreneurial freedom and a collaborative environment. Its approach includes strong leadership and strategic partnerships, which help deliver consistent support and innovative solutions.
Delivery Footprint
Headquartered in Markham, Ontario, the company operates using a partnership delivery model. It serves clients across Canada, with a focus on empowering independent advisors through digital innovation and flexible investment options.
Certifications
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Verticals
Banking & Financial Services
Clients
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What's the main service provided by
Worldsource Inc
?
Worldsource Inc specializes in providing finance and accounting services, complemented by wealth management and investment products. Their offerings include a variety of investment options such as mutual funds, segregated funds, Guaranteed Investment Certificates (GICs), exempt market products, and Exchange Traded Funds (ETFs). These services are specifically designed to support independent financial advisors and their clients, facilitating their wealth management journeys.
What additional services does
Worldsource Inc
provide?
When was
Worldsource Inc
founded?
Worldsource Inc was established in 1989, marking over 35 years of experience in the finance and accounting sector as of 2024. Since its inception, the company has grown to become a recognized provider of financial services, focusing on transparency and a partnership model that empowers independent advisors.
What industry verticals does
Worldsource Inc
serve?
Worldsource Inc primarily serves clients within the Banking & Financial Services sector. This focus allows them to deliver tailored solutions that meet the specific needs of financial professionals and institutions, ensuring compliance and effectiveness in a highly regulated industry.
What delivery model does
Worldsource Inc
offer?
How many employees and/or seats does
Worldsource Inc
have?
Worldsource Inc operates with a small workforce, employing between 1 to 10 individuals. This compact team structure allows for a personalized approach to service delivery, fostering strong relationships with clients and enabling agility in operations.
Can
Worldsource Inc
be considered a good service provider for startups?
While Worldsource Inc has a robust service offering in finance and accounting, its small size may limit its capacity to support the unique needs of startups. Startups often require more extensive resources and scalable solutions to accommodate rapid growth and evolving business models. However, the personalized service and expertise in wealth management could still provide valuable insights for new businesses seeking financial guidance.
Can
Worldsource Inc
be considered a good service provider for SMBs?
Worldsource Inc is well-positioned to serve small and medium-sized businesses, particularly those in the banking and financial sectors. Their flexible service offerings and commitment to transparency can help SMBs navigate financial complexities while supporting their growth objectives. The company's focus on empowering independent advisors also translates to tailored solutions that can adapt to the needs of smaller enterprises.
Can
Worldsource Inc
be considered a good service provider for enterprises?
Worldsource Inc may not be the ideal choice for large enterprises due to its limited workforce and scale. While the company has received recognition for its service quality, such as its 5-star dealership status, its small size and focus on independent advisors suggest that it may be more suited for smaller organizations rather than large companies needing comprehensive, enterprise-level solutions.
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