Worldsource Financial Management Inc. – Investment Executive https://uat-phoenix.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=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Worldsource Financial Management Inc. – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Desjardins to acquire Worldsource wealth and insurance businesses from Guardian Capital https://uat-phoenix.investmentexecutive.com/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 Credit unions up their game in wealth management https://uat-phoenix.investmentexecutive.com/news/credit-unions-up-their-game-in-wealth-management/ Fri, 25 Nov 2022 20:37:18 +0000 https://www.investmentexecutive.com/?p=455919 MFDA fines Worldsource $150,000 for supervisory failings https://uat-phoenix.investmentexecutive.com/news/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/ Mitchell leaves Worldsource for SEI https://uat-phoenix.investmentexecutive.com/news/mitchell-leaves-worldsource-for-sei/ Thu, 01 Aug 2013 18:15:00 +0000 https://www.investmentexecutive.com/uncategorized/mitchell-leaves-worldsource-for-sei/ SEI brings goals based investing to Canada https://uat-phoenix.investmentexecutive.com/news/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/ MFDA accepts settlement with Worldsource Financial https://uat-phoenix.investmentexecutive.com/news/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/ Worldsource announces partnership with Coast Capital https://uat-phoenix.investmentexecutive.com/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/ ING Canada announces mutual fund distribution agreements https://uat-phoenix.investmentexecutive.com/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/ Worldsource signs service contract with experienced underwriter https://uat-phoenix.investmentexecutive.com/news/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/ Worldsource Insurance Network appoints senior officer https://uat-phoenix.investmentexecutive.com/news/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/