Point B Financial | Worldsource Wealth Management Inc. jobs and careers

About Point B Financial | Worldsource Wealth Management Inc.

Point B Financial successfully manages the financial affairs of families and small businesses requiring sophisticated and complex strategic planning. Our collaborative and supportive approach involves planning and closely monitoring results to help our clients reach their Point B. Through comprehensive financial planning, we work with you to create your Personal Financial Action Plan. During this process, we develop a "coach to client" experience, grounded in collaboration, support and expertise. Together we will make decisions that will transform your confidence. Define. Plan. Achieve. Worldsource Wealth Management Inc., Member of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO), is the sponsoring dealer. Securities-related products and services, including but not limited to stocks, bonds, investment funds, and other investment products, are offered through Worldsource Wealth Management Inc. Point B Financial is a trade name used for dealer business only. Insurance products and related services are offered through Point B Financial Inc., which operates independently from Worldsource Wealth Management Inc.