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Worldsource Wealth Management

Worldsource Wealth Management Email Formats

Financial ServicesFlag of CAMarkham, Ontario, Canada201-500 Employees

Worldsource Wealth Management Email Formats

Worldsource Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@worldsourcewealth.com), used 82.9% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@worldsourcewealth.com
82.9%
{first initial}{last name}
jdoe@worldsourcewealth.com
17.1%

Key Contact at Worldsource Wealth Management

Flag of CA

Rob Mclean

Chief Technology Officer

Company overview

Headquarters625 Cochrane Drive, Suite 700, Markham, Ontario L3R 9R9, CA
Phone number+18002874869
Website
NAICS52
SIC628
Keywords
Investments, Financial Advisors, Financial Advisory, Wealth Management, Financial Planning, Mutual Funds, Advice, Advisors
Employees201-500
Socials

About Worldsource Wealth Management

Worldsource Wealth Management (WWM) is a fully integrated wealth management company focused on building financial prosperity, and a wholly-owned subsidiary of Desjardins Group. It is comprised of: Worldsource Financial Management Inc. (WFM), an independent mutual fund dealer regulated by the Mutual Funds Dealer Association of Canada (MFDA). Over 700 mutual fund advisors across Canada have partnered with WFM, serving the financial planning needs of over 150,000 Canadian investor clients. Worldsource Securities Inc. (WSI), a full-service investment dealer and a Member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund). WSI has served Canadian investors for over 15 years through partnerships with a network of seasoned industry professionals focused on providing exemplary financial advice. IDC Worldsource Insurance Network Inc. (IDC WIN), one of Canada’s largest life insurance managing general agencies. You can follow IDC WIN's LinkedIn page for more information. Social Media Legal Information and Disclaimer: Please read Worldsource Wealth Management's full Social Media Legal Disclaimer (https://www.worldsourcewealth.com/social-media).

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Manager
Director

Employees by Department

Worldsource Wealth Management has 149 employees across 12 departments.

Departments

Number of employees

Funding Data

Worldsource Wealth Management has never raised funding before.

Worldsource Wealth Management Tech Stack

Discover the technologies and tools that power Worldsource Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Next.js

Next.js

JavaScript frameworks

Sentry

Sentry

Issue trackers

Headless UI

Headless UI

UI frameworks

Google Tag Manager

Google Tag Manager

Tag managers

Node.js

Node.js

Programming languages

Apple iCloud Mail

Apple iCloud Mail

Webmail

Vercel Analytics

Vercel Analytics

Analytics

HSTS

HSTS

Security

React

React

JavaScript frameworks

Webpack

Webpack

Miscellaneous

Vercel

Vercel

PaaS

Frequently asked questions

Worldsource Wealth Management is located in Markham, Ontario, CA.
You can reach Worldsource Wealth Management at +18002874869.
Worldsource Wealth Management has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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