Georgijev Financial Group is excited to announce that we are partnering with a new dealer for our Mutual Fund clients. Effective September 6, 2013 we will be moving our investment business to Worldsource Financial Management Inc. (“Worldsource”).  Worldsource is a division of Worldsource Wealth Management Inc. and a member of the Guardian Capital Group of Companies. Guardian Capital Group Limited has been publicly traded on the TSX since 1969, and has over $16 billion in assets under management.


As a mutual fund dealership, Worldsource supports the innovative and entrepreneurial approach we have been looking for. Close to 600 independent advisors have partnered with Worldsource across Canada, and we are thrilled to be a part of this group. Our professional lives will be improved through the use of better systems, processes and service standards. Our clients will also benefit through expanded product offerings, faster trades, better reporting and exceptional online services through Worldsource’s client website InvestorNet.


Thank you to all our wonderful clients for your continued support! It’s our pleasure to Help You Achieve and Protect Your Financial Wealth & Security!


Sincerely,


Walter V. Georgijev, CFP                                              Angel Georgijev-Lowe, CFP                                                                                                               President/Wealth Advisor Wealth Advisor

 

 

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Georgijev Financial Group