Worldsource Wealth Management jobs and careers
About Worldsource Wealth Management
Worldsource Wealth Management (WWM) is a fully integrated wealth management company focused on building financial prosperity, and a wholly-owned subsidiary of Desjardins Group. It is comprised of: Worldsource Financial Management Inc. (WFM), an independent mutual fund dealer regulated by the Mutual Funds Dealer Association of Canada (MFDA). Over 700 mutual fund advisors across Canada have partnered with WFM, serving the financial planning needs of over 150,000 Canadian investor clients. Worldsource Securities Inc. (WSI), a full-service investment dealer and a Member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund). WSI has served Canadian investors for over 15 years through partnerships with a network of seasoned industry professionals focused on providing exemplary financial advice. IDC Worldsource Insurance Network Inc. (IDC WIN), one of Canada’s largest life insurance managing general agencies. You can follow IDC WIN's LinkedIn page for more information. Social Media Legal Information and Disclaimer: Please read Worldsource Wealth Management's full Social Media Legal Disclaimer (https://www.worldsourcewealth.com/social-media).
- Founded
- 2014
- Employees
- 501 to 1,000
Leadership
The top of Worldsource Wealth Management's org chart, with how many people report into each leader.
Doce Tomic
Chairman and Ceo
35 reports
Trish Nielsen
Chief Development Officer (cdo)
7 reports
Natasa Morfesis
Senior Vice President Dealer Compliance
6 reports
Paul Davenport
Interim Chief Technology Officer
6 reports
Jennifer Moss
Senior Vice President Marketing Communications
3 reports
Ashleigh Currie
Senior Vice President, Human Resources
3 reports
Adam Murl
Chief Investment Officer and Head of Investment Solutions
1 report
Pamela Patton
Senior Vice President, Enterprise Digital
Joshua Bush
Vice President, Strategic Finance
Jobs at Worldsource Wealth Management
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