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About Worldsource Wealth Management
Worldsource Wealth Management is a leading Canadian wealth management company providing comprehensive financial services, including mutual fund dealing, investment solutions, and life insurance. It serves over 150,000 clients through partnerships with advisors across Canada. The company's unique selling proposition is its commitment to transparency, freedom of choice, and innovative digital tools, backed by the strength of Desjardins Group. Its target audience includes financial advisors and individual investors seeking personalized wealth management solutions. Worldsource empowers advisors with cutting-edge technology and strategic partnerships to enhance client experiences and grow their businesses.
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