R.W. Penson Financial and Worldsource Financial Management Inc.

Worldsource Financial Management Inc. (WFM) is one of Canada's leading mutual fund dealerships, operating as a subsidiary of Worldsource Wealth Management. The company's core business is to support independent financial advisors by providing them with access to a wide range of financial products, advanced technology platforms, compliance and regulatory oversight, and back-office support. Rather than serving retail clients directly, WFM empowers advisors to build their own businesses and serve their clients effectively. The firm is a member of the Canadian Investment Regulatory Organization (CIRO).