Worldsource Wealth Management
Andrew van Geyzel is a skilled Wealth Advisor currently employed at Coast Capital Wealth Management since May 2024, while also serving as a Mutual Fund Representative at Worldsource Wealth Management since November 2023. Andrew has extensive experience in financial advising, having held positions as Senior Financial Adviser at Approved Financial Planners and AMP, as well as Owner/Senior Financial Adviser at Interwest Wealth. Previous roles include Member Advice Specialist at Coast Capital Savings and various planning roles in earlier years, starting with a background in education as a Mathematics Teacher at George Abbot School in the UK. Andrew's educational credentials include a Bachelor's degree in Business from Edith Cowan University and several qualifications from Kaplan Professional and the Canadian Securities Institute, focusing on financial planning and investment funds.
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Worldsource Wealth Management
Worldsource Wealth Management (WWM) is a fully integrated wealth management company focused on building financial prosperity, and a wholly-owned subsidiary of Desjardins Group. It is comprised of: Worldsource Financial Management Inc. (WFM), an independent mutual fund dealer regulated by the Mutual Funds Dealer Association of Canada (MFDA). Over 700 mutual fund advisors across Canada have partnered with WFM, serving the financial planning needs of over 150,000 Canadian investor clients. Worldsource Securities Inc. (WSI), a full-service investment dealer and a Member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund). WSI has served Canadian investors for over 15 years through partnerships with a network of seasoned industry professionals focused on providing exemplary financial advice. IDC Worldsource Insurance Network Inc. (IDC WIN), one of Canada’s largest life insurance managing general agencies. You can follow IDC WIN's LinkedIn page for more information. Social Media Legal Information and Disclaimer: Please read Worldsource Wealth Management's full Social Media Legal Disclaimer (https://www.worldsourcewealth.com/social-media).