Fiducia Wealth Management has partnered with Worldsource Financial Management Inc. (WFM) to provide access to the investment products and services needed to implement our plans.
WFM provides us with access to Private Client Investment Programs, mutual funds, government bonds and GICs. In addition, WFM also facilitates access to a roster of some of the best Investment Counsellors & Portfolio Managers (ICPMs) in the marketplace – which are available on a referral basis*.
Investment Counselors & Portfolio Managers
Guardian Capital Advisors
Cardinal Capital Management
Connor, Clark & Lunn
CI Private Counsel
Cumberland Private Wealth Management
Dixon Mitchell Investment Counsel
Doherty & Associates
Goodman Private Wealth
HAHN Investment Stewards & Company Inc.
Highview Financial Group
Leith Wheeler Investment Counsel
Manulife Private Wealth
Provisus Wealth Management Inc.
T.E. Investment Counsel
A Full Range of Account Types
Open (Cash) Accounts
Corporate Investment Accounts
RRSPs & RRIFs
LIRAs, Locked-In RRSPs & LIFs
IPPs (Individual Pension Plans)
WFM is a subsidiary of Worldsource Wealth Management Inc., which is wholly owned by Guardian Capital Group Limited, a diversified financial services firm which serves the needs of a range of clients.
*If we utilize an ICPM Referral Arrangement in the management of your account, the ICPM referred will have responsibility for the day to day operation of your managed account and regulatory Know Your Client obligations. We will continue to provide our other services such as Financial, Retirement & Insurance Planning.