Worldsource Wealth Management
Richard Rizi is a seasoned finance professional with extensive experience in investment services and financial planning. Currently serving as Vice President of Investment Services at Worldsource Wealth Management since June 2008, Richard also contributes as a Part-Time Faculty member in the Centre for Continuing Education Business Development at Centennial College. Prior to these roles, Richard held various positions such as Portfolio Manager at RBC Global Asset Management and Financial Planner at RBC Investments. Richard began their career as Dealer Services Supervisor at Franklin Templeton Investments. Richard Rizi earned a Bachelor's Degree in History from Dalhousie University, attending from 1989 to 1993.
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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).