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Our Worldsource Partners

WFM logo

Worldsource Financial Management Inc. (WFM) is an independent mutual fund dealer, regulated by the Mutual Funds Dealer Association of Canada (MFDA).

Across Canada, over 700 mutual fund advisors have partnered with us, serving the financial planning needs of over 150,000 Canadian investor clients.

Since 1989, WFM has provided a robust, sophisticated and holistic environment for independent advisors to build and grow their businesses.


One of Canada’s largest life insurance Managing General Agencies, IDC Worldsource Insurance Network (IDC WIN) supports the efforts of over 1,300 advisors across Canada.

With roots dating back to 2000, IDC WIN offers top flight technology, education and back-office resources to advisors, backed by experienced industry leadership and a broad range of insurance products from the leading carriers.



Desjardins Group

Worldsource Wealth Management is a wholly owned subsidiary of Desjardins Group.

For more than 100 years, Desjardins has been dedicated to improving the financial well being of the people and communities they serve. Now, as the leading financial cooperative in North America, Desjardins provides innovative banking and insurance solutions to over 7.5 million members and clients.


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