Worldsource Wealth Management
Natasa Morfesis currently serves as Vice President of Dealer Compliance at Worldsource Wealth Management Inc., a position held since August 2020, focusing on compliance across financial services dealerships. With extensive experience at Worldsource Financial Management since July 2010, Natasa has progressed through various roles, including Chief Compliance Officer and Senior Director of Compliance. Prior to Worldsource, Natasa held the role of Manager, Compliance, and Authorized Officer at Assante Wealth Management, and gained further audit experience at Blackmont Capital and CIBC World Markets. Natasa began a career in the financial sector at Merrill Lynch and Midland Walwyn. Education was obtained at the University of Toronto - Victoria University from 1990 to 1995.
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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).