Worldsource Wealth Management
Doce Tomic currently serves as Chairman and CEO of Worldsource Wealth Management, a position held since March 2023. Prior to this role, Tomic was Head of Wealth Management at Guardian Capital Group Limited from January 2019 to July 2023, where responsibilities included shaping the strategic direction for various business lines. Tomic's extensive experience in the wealth management sector also includes positions as Executive Director at Aviso Wealth, CEO at Credential, COO at Wellington West, and President at RBC Dominion Securities.
This person is not in any teams
This person is not in any offices
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).