New Website Coming Soon!

The Pursuit of Efficient Wealth is the process of using our industry expertise, experience and resources to position your wealth for effective preservation, growth, protection and utilization.

Our focus is not simply to fulfill financial needs and goals, but to help ensure your wealth best reflects what’s most important to you.

Client Login

Worldsource Financial Management

iQ by Worldsource

Contact Us

David Izlakar
dizlakar@vantagewealth.ca

Kevin Smith
ksmith@vantagewealth.ca

519-886-1353

Your Worldsource Financial Management Inc. (“WFM”), mutual fund advisor maintains business interests that are separate and distinct from his/her WFM business activities. You will be provided complete information concerning these outside business interests, including who is responsible for each business activity. The disclosure will provide you with that information and will explain your rights and with respect to business that you place with WFM through your mutual fund advisor. WFM assumes responsibility and liability for “Worldsource Financial Management Inc. Business Interests” only. All business activity undertaken by your mutual fund advisor that are not the specifically designated as “WFM Business Interests” are not the responsibility of WFM. Therefore, WFM does not assume any liability for any such activity.