Worldsource Wealth Management
Pamela Patton is a seasoned executive with extensive experience in digital strategy and marketing within the financial services sector. Currently serving as Senior Vice President of Enterprise Digital at Worldsource Wealth Management since 2020, Pamela focuses on digital transformation and innovation across distribution channels. Prior to this role, positions included Vice President at Aviso Wealth, where leadership was provided during a major corporate brand integration, and various executive roles at Qtrade Financial Group, where significant advancements in online strategy and digital experience were accomplished. Pamela's career also includes roles at Assante Wealth Management and C.M. Oliver Financial, showcasing a strong foundation in marketing, operations, and team leadership. Educational credentials include studies at the University of Toronto - Rotman School of Management, Schulich School of Business, and a certificate in Applied Web Development from the British Columbia Institute of Technology.
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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).