Worldsource Financial Management Inc. Announces Agreement in Principle with Independent Accountants' Investment Group Inc.
(firmenpresse) - MARKHAM, ONTARIO -- (Marketwire) -- 09/07/12 -- Worldsource Financial Management Inc. ("WFM"), one of Canada's leading mutual fund dealers, announced today that it has reached an Agreement in Principle with Independent Accountants' Investment Group Inc. ("IAIG") to integrate IAIG's branches and their advisor representatives into the WFM branch network.
IAIG has given notice of its intention to resign its membership in the Mutual Fund Dealers Association of Canada ("MFDA"). The integration of IAIG's branches into WFM is expected to take place in early October, which will add 15 mutual fund representatives to WFM's advisor base in Ontario.
"Worldsource prides itself on being an industry leader in the independent financial advisory sector. We continue to build upon our wealth management platform offering advisors and their clients independent choice and service excellence," said Andy Mitchell, President, WFM. "We are excited about this opportunity and we look forward to a new relationship with IAIG advisors and their clients."
IAIG is an association of financial planning firms located throughout Ontario. The branches are staffed with professional advisors who work closely with experts in accounting, taxation and estate planning to provide customized financial planning for their clients. Ian Moorhouse, the President of IAIG, said "The alliance with WFM will support the growth of both organizations and allow IAIG's advisor base to thrive in a larger scale independent dealership."
About Worldsource Financial Management Inc.
Worldsource Financial Management Inc. is a mutual fund dealer that provides a wide range of innovative services to support its national independent advisor network. Worldsource Financial Management and affiliate companies, which include a Managing General Agency, IDC Worldsource Insurance Network Inc. and a securities IIROC dealer, Worldsource Securities Inc., together manage approximately $9B in AUA. To learn more, visit .
Contacts:
Worldsource Financial Management Inc.
Andy Mitchell, MBA
President
905 940 0992
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Datum: 07.09.2012 - 13:53 Uhr
Sprache: Deutsch
News-ID 181408
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Town:
MARKHAM, ONTARIO
Kategorie:
Commercial & Investment Banking
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