Markham, Ont.-based Worldsource Financial Management Inc. has reached an agreement in principle to integrate Cambridge, Ont.-based Select Financial Services Inc. In February, Select Financial’s branches and 19 mutual fund representatives will be folded into Worldsource. The agreement adds approximately $190 million in assets under administration to Worldsource.
fcollie@investmentexecutive.com
© 2013 Investment Executive. All rights reserved.
Industry and investor advocates welcome OSC and CIRO proposals
Net-zero pledges are contingent on factors banks can’t control, research found
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
The insurer had $1.51 trillion in AUM on Sept. 30
2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years
Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs
A look at the status of selected tax proposals from the Trudeau government
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods