As Chairman and Chief Executive Officer (CEO), Paul is responsible for strategically expanding Worldsource Financial Management's overall wealth management platform for independent advisors. As Managing Director of Worldsource Wealth Management (WWM), Paul plays a principal role in ensuring the overall collaboration of WWM's subsidiaries - to support and complement the needs of entrepreneurial advisors from each sector.

Paul brings extensive executive experience in the financial services sector to WFM. Most recently he was President and CEO of Barrington Wealth Partners Inc. Prior to Barrington, over a period of more than 10 years, he built a successful insurance distribution business, The Independent Brokerage Group, which was acquired by Hub International Ltd. in 1999. Paul also served as Chairman and CEO of Hub Financial Inc., one of the country's largest life insurance distributors.

Paul has an Economics degree from The University of Western Ontario. He also has his CLU and ChFc designations.

As President, Andy provides strategic direction and visionary leadership to support Worldsource Financial Management and its commitment to provide independent advisors with industry leading tools and services. As Managing Director of Worldsource Wealth Management (WWM), Andy collaborates with the presidents of each WWM subsidiary to ensure the business needs of entrepreneurial advisors across the sectors are met.

Andy has worked in the financial services sector for more than 17-years and has a wealth of knowledge and experience in a number of fields -- from trading to sales and product marketing. Most recently, he was the President of Performa Financial Group, a division of Standard Life, where he played a principal role in the development of their distribution network. Prior to Standard Life, Mr. Mitchell was Vice-President of Sales with Guardian Capital Group Limited.

Andy has an MBA from Dalhousie University and is a Fellow of the Institute of Canadian Bankers.

As President of Worldsource Securities Inc., John has been instrumental in developing Worldsource Securities into a leading full-service investment dealer.

Prior to joining Worldsource, John was a successful investment advisor with ScotiaMcLeod. Before entering the investment business, he was a lawyer with Stikeman, Elliott, a major national law firm. John began his career as an Assistant Professor at the Faculty of Law, University of Windsor.

John has a BA and an LL.M from the University of Toronto and an LL.B from University of Windsor. John has also earned his CLU and CFP designations.

As the Chief Financial Officer, Alex is responsible for all financial functions and regulatory reporting for Worldsource Wealth Management (WWM) and its subsidiaries -- Worldsource Financial Management Inc., Worldsource Securities Inc., and Worldsource Insurance Network Inc.

Alex brings more than 16-years of industry related experience to Worldsource as a Chartered Accountant. Prior to joining Worldsource, Alex spent two years at Dynamic Mutual Funds as Controller. Prior to Dynamic, she was Vice-President, Fund Administration at Mackenzie Financial Corporation. At Mackenzie, Alex was a key contributor in new product development, including developing the first RSP clone funds in Canada, and led the industry initiative to change the tax laws regarding the timing of year end distributions. Alex has six years experience in public accounting with Deloitte Touche where she specialized in tax with the financial institutions group.

Alex has a CA designation and a Commerce degree from the University of Calgary.

As Chief Legal and Regulatory Officer, Worldsource Wealth Management Inc. (WWM), Bill provides legal counsel and regulatory advice and support to WWM's mutual fund dealer, Worldsource Financial Management Inc. (WFM), its IDA, registered securities dealer, Worldsource Securities Inc. (WSI), and its life insurance managing general agency, Worldsource Insurance Network Inc. (WIN). Bill's mandate is to enhance WWM's strategy of providing strategic compliance direction, while staying true to its overall wealth management platform for independent advisors.

A lawyer by profession, Bill brings strong regulatory experience to Worldsource, having served as Enforcement Counsel at the Mutual Funds Dealers Association (MFDA), where he led disciplinary hearings. In addition, Bill has worked as Discipline Counsel with the Law Society of Upper Canada and was in private practice for 12 years.

Bill has a Bachelor and Master of Arts from the University of Western Ontario, a Master of Philosophy from the London School of Economics and a Bachelor of Law from the University of Toronto. He has also completed many industry courses from the Canadian Securities Institute and the Investment Funds Institute of Canada.