Worldsource Wealth Management
Su-Fen Chen possesses extensive experience in financial services, currently serving as a Mutual Fund Representative at Worldsource Wealth Management and a Relationship Manager at Coast Capital Savings since January 2017. Su-Fen Chen emphasizes helping clients achieve financial goals through personalized financial services and education on effective investment strategies. Previous roles include Financial Services Manager at BMO Financial Group, where responsibilities encompassed personal and small business banking services, and Financial Service Representative at TD, showcasing a strong foundation in financial management. Early career experience features a diverse background in retail and hospitality management, including a role as Retail Sales Manager and Purchaser at Italia Plus Fine Furniture and ownership of Ricco Cafe. Su-Fen Chen holds a Certificate of Mutual Fund Sales from the Investment Funds Institute of Canada and has completed studies at the British Columbia Institute of Technology.
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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).