Worldsource Financial Management, our sponsoring mutual fund dealer, is a wholly owned subsidiary of Guardian Capital Group Limited. With roots going back to 1962, Guardian Capital LP is an independent investment firm managing $22.8 billion in institutional assets on behalf of their clients, with an additional $5.2 billion in AUM for the retail intermediary channel, (as of December 31, 2014).

Today Worldsource Financial Management support some of Canada’s most distinguished Investment Advisors, by allowing them to flourish in an environment that is free from the interference of corporate objectives.

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