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.

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
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

Robo Advisors

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

A Full Range of Account Types

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.

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.

Schedule a free, confidential consultation

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