WFM provides us with access to a roster of some of the best Investment Counsellors & Portfolio Managers (ICPMs) in the marketplace – which are available on a referral basis*.
In addition, we also have access to various Private Client Investment Programs, mutual funds, government bonds and GICs.
Modern Advisor combines Nobel Prize winning research with smart algorithms and expert analysis to find the optimal investment portfolio for you.
WFM is a subsidiary of Worldsource Wealth Management Inc., which is wholly owned by Desjardins Financial Group, 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.
Our team would love to answer your questions and get to know you better. Schedule your free meeting below to talk about how we can help take the first step toward a successful financial future.