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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.

DT

Doce Tomic

Chairman and Ceo

35 reports

TNPhoto of Trish Nielsen

Trish Nielsen

Chief Development Officer (cdo)

7 reports

NMPhoto of Natasa Morfesis

Natasa Morfesis

Senior Vice President Dealer Compliance

6 reports

PDPhoto of Paul Davenport

Paul Davenport

Interim Chief Technology Officer

6 reports

JMPhoto of Jennifer Moss

Jennifer Moss

Senior Vice President Marketing Communications

3 reports

ACPhoto of Ashleigh Currie

Ashleigh Currie

Senior Vice President, Human Resources

3 reports

AM

Adam Murl

Chief Investment Officer and Head of Investment Solutions

1 report

PPPhoto of Pamela Patton

Pamela Patton

Senior Vice President, Enterprise Digital

JBPhoto of Joshua Bush

Joshua Bush

Vice President, Strategic Finance

Jobs at Worldsource Wealth Management

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