Company Information

Get to know fiducia wealth management / worldsource financial management inc.

Fiducia Wealth Management is an independent financial planning and wealth management firm based in Kelowna, British Columbia. The firm focuses on a holistic approach to financial health, covering investment management, retirement planning, risk management, and estate and tax planning. Fiducia operates as a trade name and its advisors offer mutual funds and other approved products through Worldsource Financial Management Inc., which is their sponsoring mutual fund dealer and a member of the Canadian Investment Regulatory Organization (CIRO). This structure allows them to provide independent advice while leveraging the regulatory compliance and back-office support of a large national dealer.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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fiducia wealth management / worldsource financial management inc.

Canada

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.