Company Information

Get to know CREIGHTON & ASSOCIATES - WORLDSOURCE FINANCIAL MANAGEMENT INC.

Creighton & Associates, founded in 1994, is an independent financial services firm that provides personalized financial planning and wealth management for individuals, families, and business owners. The firm operates in partnership with Worldsource Financial Management Inc., which acts as their sponsoring mutual fund dealer, providing the necessary regulatory framework and access to a wide range of investment products. Their mission is to help clients achieve their financial goals through tailored strategies in areas such as retirement planning, investment management, estate planning, and insurance solutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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CREIGHTON & ASSOCIATES - WORLDSOURCE FINANCIAL MANAGEMENT INC.

Canada

Founded in

1985 (41 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.