Company Information

Get to know WFS Wealth & Financial Strategies

Established in 1985, WFS Wealth & Financial Strategies operates as a team of financial professionals dedicated to helping clients achieve their financial goals through personalized, long-term strategies. The firm specializes in developing comprehensive plans for a select group of individuals and business owners to help them grow and protect their wealth. WFS operates as an independent office, with its securities and investment advisory services offered through Osaic Wealth, Inc.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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WFS Wealth & Financial Strategies

Canada

Founded in

2017 (9 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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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.