Worldsource Financial Management Inc. today announced the appointments of Cindy Jenner Cowan, vp, training and development and Michael Theodor, vp, advisor relations, effective immediately.

“We are continually looking for the right energy, direction and programs to deliver long-term sustained performance that will enrich our partnerships,” said Andy Mitchell, president and COO, in a news release.

“Both Cindy and Michael have the right skill sets to push our mandate forward and, in doing so, help our advisors meet their own business objectives.”

Based in Vancouver, Jenner Cowan brings extensive business operations, administrative and best practices knowledge to help expand its advisor training and development offerings. She’s spent the last six years at Performa Financial Group as vp, business quality and vp, business development for Western Canada, where she was highly regarded for her relationship management and value added coaching expertise.

She holds her CFP, as well as a Diploma in Administrative Management from the British Columbia Institute of Technology (BCIT).

Based in Markham, Ont., Theodor will focus on advisor based long-term growth strategies. He spent the past seven years at Standard Life Investment Funds as senior consultant. He led the company’s wholesaling efforts for investment products and was a key contributor to the success of their business consultancy program, which supported financial advisors in structuring their business plans and processes for consistency and success.

Theodor holds his CIM, as well as a Bachelor of Arts degree from York University.