Worldsource Wealth Management
Trish Nielsen, CIM, currently serves as the Executive Vice President of Corporate Development & Wealth Solutions at Worldsource Wealth Management, a position held since January 2015, where Trish also leads Partnerships & Business Development. Prior experience includes roles as Vice President in both the Private Client Group at Fisher Investments and in Sales for Western Canada at Qtrade Financial Group. Additionally, Trish worked as a Life A&S Insurance Specialist at MGA/IDC and as an Investment Advisor at ScotiaMcLeod. Trish holds a Bachelor of Arts degree with a double major in International Relations and Psychology from The University of British Columbia.
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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).