Company Information

Get to know First Capital Financial, Worldsource Financial Management Inc.

First Capital Financial operates as a trade name for Worldsource Financial Management Inc., a major Canadian financial services firm and a Mutual Fund Dealer. Worldsource provides independent financial advisors with the necessary back-office support, technology, compliance, and product access to serve their clients effectively. As part of this network, First Capital Financial focuses on delivering personalized wealth management solutions, including retirement planning, investment strategies, and insurance services to individuals, families, and business owners. Worldsource Financial Management Inc. is a subsidiary of Guardian Capital Group Limited, a publicly-traded Canadian financial services company.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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First Capital Financial, Worldsource Financial Management Inc.

Canada

Founded in

1999 (27 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 :

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ASIC

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Warning

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.