We represent
15 insurance companies and
Worldsource Financial Management as our mutual fund dealership.
MUTUAL FUND PARTNERS 
In order to provide our clients with additional investment services, IDC has formed a strategic alliance with
Worldsource Financial Management Inc., one of Canada’s leading independent wealth management organizations.
WFM is a national mutual fund dealer with assets under administration of approximately $5.1 billion and supports over 600 financial advisors
across Canada. WFM is a wholly owned subsidiary of Guardian Capital Group Limited, one of Canada’s largest publicly traded investment companies,
with nearly $12 billion in assets under management.
The Guardian family of companies also includes:
- Guardian Capital Inc. $11.8 billion – institutional investment management
- Guardian Capital Advisors Inc. $815 million – high net worth investment counselor
- Alexandria Bancorp Limited $128 million – international wealth management
- Worldsource Insurance Network Inc. Leading agency with over 850 independent Advisors
Today in partnership with IDC, WFM supports many of Canada’s most distinguished Financial Advisors, by allowing them to flourish in an environment
that is free from the interference of corporate objectives.
Through this Strategic relationship we are committed to offering you:
- service standards developed with your practice in mind
- innovative technology
- market-leading administrative tools & support
- timely and relevant proprietary research
- on-going technical training with in-branch sessions, conferences and on-line videos and guides
- a diversified product shelf
- compliance support
As our objective at IDC is to help you surpass your own goals and aspirations we hope that you explore and benefit from the opportunities that we
make available to you.
To view a list of the mutual fund companies we do business with,
CLICK HERE.
