Worldsource Wealth Management
Wai-Ke Kim serves as the Vice President of Practice Management at Worldsource Wealth Management, where responsibilities include leading practice management initiatives, workshops, and one-on-one coaching to enhance advisor productivity. An instructor at Capilano University since January 2025, Wai-Ke previously held the role of Regional Director at Manulife Securities, focusing on mentoring advisors and identifying growth opportunities through business analytics. Earlier experience includes senior positions at BMO Life Assurance Company and Investors Group, where Wai-Ke developed strong relationships, educated advisors, and specialized in financial planning for women and young couples. Additionally, activity as a Director Consultant for BNI involved assisting entrepreneurs in business growth through referral marketing. Wai-Ke holds an Executive MBA from Simon Fraser University's Beedie School of Business, a BSc in Biology from Queen's University, and an OSSD from Havergal College.
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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).