Company Information

Get to know Wakopa Financial Workers' Co-operative

Founded in 1989, Wakopa Financial Workers' Co-operative is a collective of independent financial planners based in Vancouver, BC. As a worker co-operative, the firm is owned and operated by its employees, which they state allows them to provide unbiased, client-focused financial advice without pressure from a head office to sell specific products. Their mission is to help clients achieve financial independence through comprehensive services including financial planning, investment management with a focus on socially responsible investing (SRI), insurance, and retirement planning.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Wakopa Financial Workers' Co-operative

Canada

Founded in

2019 (7 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.