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New global wealth leadership for Scotiabank | Investment Executive

The transition for Scotiabank will be finalized as of Jan. 1, 2024

Saint laurentChris perryStacey zerdokDouglas anweilerScott thomsonMaureen jensenhasPascal wealthtechMichael dignamLucie tedescoKarin yorfidoDoug senykJarislowsky fraser ltdLakeshore securities incFinancial servicesUs financial industry regulatory authority incFinancial consumer agency of canada

Worldsource Wealth Management and IDC WIN to Utilize Broadridge s AdvisorStream

Worldsource Wealth Management and IDC WIN to Utilize Broadridge s AdvisorStream
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United statesBroadridge advisorstreamKevin darlingtonDoce tomicKate stewartPhil marsilloMatthew luongoWorldsource insurance network incBroadridge financial solutions incDesjardins groupWorldsource group of companies incBroadridge financial solutionsWorldsource group of companiesWorldsource securities incHead of broadridge advisor solutionsWorldsource financial management inc

Worldsource Securities to Partner with Envestnet

Worldsource Securities to Partner with Envestnet
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United statesDoce tomicRichard riziKate stewartWorldsource securities incInvestment services at worldsourceWealth serviceWorldsource group of companies incNews networkDesjardins groupWorldsource securitiesPortfolio managersManaged account programsUnified managed accountsVice president investment servicesInvestment dealer

Worldsource Securities to Partner with Envestnet

Worldsource Securities to Partner with Envestnet
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United statesDoce tomicRichard riziKate stewartDesjardins groupWealth serviceWorldsource securities incInvestment services at worldsourceWorldsource group of companies incWorldsource securitiesPortfolio managersManaged account programsUnified managed accountsVice president investment servicesInvestment dealerDoce tomic chairman

Worldsource Securities Inc and Portfolio Aid Inc Announce Portfolio-Level Suitability

MARKHAM, Ontario Today, two proudly independent Canadian Financial Services firms, Worldsource Securities Inc. (WSI) and Portfolio Aid Inc. (PortfolioAid),…

United statesSam websterKate stewartRichard riziElaine polgarCompany fintech globalWorldsource securities incInvestment servicesDesjardins groupWorldsource group of companies incUnified managed accountVice presidentFinancial advisorsPortfolioaid primeTech providerExcellence awardee