Investment Services

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 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.

  • Guardian Capital Advisors
  • Cardinal Capital Management
  • Connor, Clark & Lunn
  • CI Private Counsel
  • Cumberland Private Wealth Management
  • Dixon Mitchell Investment Counsel
  • Doherty & Associates
  • Fiduciary Trust
  • 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

Modern Advisor combines Nobel Prize winning research with smart algorithms and expert analysis to find the optimal investment portfolio for you.

  • Open (Cash) Accounts
  • Corporate Investment Accounts
  • TFSAs
  • RRSPs & RRIFs
  • LIRAs, Locked-In RRSPs & LIFs
  • IPPs (Individual Pension Plans)
  • RESPs
  • RDSPs
  • FHSAs
  • In-Trust Accounts

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.

Schedule a free, confidential consultation

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.