Worldsource Wealth Management
Brian Mayhew, CFA, serves as Director of Wealth Management Investments at Coast Capital Wealth Management and Regional Manager of Investment Funds at Worldsource Financial Management, a role held since February 2019. Previous experience includes positions as Regional Manager for Investments & Insurance and Financial Planner at Coast Capital Savings, as well as Financial Advisor and General Manager at CIBC. Earlier roles include Associate Vice President & Region Head for Western Canada and Regional Manager at Toronto Dominion Waterhouse Financial Planning, along with various positions within Toronto Dominion Bank Financial Group. Brian holds a Bachelor of Commerce from McMaster University and is a Chartered Financial Analyst, having been affiliated with the CFA Institute since 2002.
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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).