Worldsource Financial Management is driven by the innovative leadership and vision of a management team that strives to provide a reputation and brand with whom you will be proud to partner.
Managing Director, WWM
As Chairman and Chief Executive Officer (CEO), Paul is responsible for strategically expanding Worldsource Financial Management's overall wealth management platform for independent advisors. more...
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.
Managing Director, WWM
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. more...
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 Chief Operating Officer (COO) of WFM, Cindy is responsible for the strategic development and management of operations, administration and technology, and is a key contributor to WFM's long term strategy of being a valued partner to the field via the proactive development of consistent processes and services oriented to advisor administration, practice management and technology. more...
As Chief Operating Officer (COO) of WFM, Cindy is responsible for the strategic development and management of operations, administration and technology, and is a key contributor to WFM's long term strategy of being a valued partner to the field via the proactive development of consistent processes and services oriented to advisor administration, practice management and technology.
Cindy joined Worldsource in August 2006 and has been instrumental in key strategic projects encompassing all aspects of the business. Cindy's dealer experience and practice management knowledge will assist to guide WFM in delivering on our Vision of being the industry's leading independent platform.
Having been involved in the financial services industry for more than 17-years, Cindy brings extensive business operations, administrative and best practices knowledge, along with a strong desire to see the independent financial advisor succeed. She is also highly regarded for her relationship management and value added coaching expertise.
Prior to joining Worldsource, Cindy spent 6-years at Performa Financial Group as Vice President, Business Quality and Vice President, Business Development for Western Canada.
Cindy holds her CFP, IFIC and The Officers', Partners', Directors' (OPD) designations from IFIC. She also holds her Financial Planning Associate Certificate from the British Columbia Institute of Technology (BCIT) as well as a Diploma in Administrative Management from BCIT.
As the Chief Compliance Officer, Vince Martino, CFP, FMA, FCSI, sets compliance and business conduct initiatives and direction for Worldsource Financial Management Inc.
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Vince has worked in the financial services sector for more than 20-years, of which 10 have been with a compliance focus. His strong leadership and diverse experiences give him the unique perspective to effectively lead a growing organization. Prior to joining Worldsource Financial Management, Vince was Director of Compliance and Chief Compliance Officer with Brownstone Investment Planning Inc. where he implemented their compliance policies and guided them through the MFDA application process. He spent 12 years with Money Concepts (Canada) Inc. in various senior management roles.
Vince is a Certified Financial Planner, a Fellow with the Canadian Securities Institute (FSCI), and a financial management advisor. He is currently completing his Chartered Life Underwriter designation and is an active member of Advocis.
As Vice President, Advisor Relations, Michael is responsible for helping branches and advisors develop their business through an array of practice management processes. more...
As Vice President, Advisor Relations, Michael is responsible for helping branches and advisors develop their business through an array of practice management processes. Michael will also focus on Worldsource Financial Management's long-term recruitment strategies and brand development.
Prior to joining Worldsource, Michael 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.
Michael holds his CIM and IFIC, as well as a Bachelor of Arts degree from York University.
WFM - Worldsource Financial Management Inc.
WWM - Worldsource Wealth Management Inc.
WIN - Worldsource Insurance Network Inc.
WSI - Worldsource Securities Inc.
