Your wealth advisors and insurance specialists
As part of the wealth management process, after reviewing your investment needs and objectives, your advisor Ivan Vazquez may refer you to other professionals for additional services including access to registered portfolio managers. At present, Worldsource has a referral arrangement with Guardian Capital Advisors LP.
If you have an existing relationship with Guardian Capital Advisors LP, follow this link to access your account(s):
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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.
All other products are provided by Irvine Financial (2021) Inc. DBA Isla Vancouver Wealth Management.
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