Company Information

Get to know Igneski Financial/Worldsource Financial Management Inc.

Worldsource Financial Management Inc. (WFM) is one of Canada's largest mutual fund dealerships and a member of the Canadian Investment Regulatory Organization (CIRO). It operates as a subsidiary of Guardian Capital Group Limited. WFM's business model is centered on supporting a national network of independent financial advisors, such as Igneski Financial, by providing them with compliance oversight, back-office support, technology, and access to a wide array of investment and insurance products. This structure allows advisors to run their own practices while leveraging the resources and regulatory framework of a major national firm to offer holistic wealth management services to their clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Igneski Financial/Worldsource Financial Management Inc.

Canada

Founded in

1996 (30 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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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.