In Canada, an independent financial advisor must be represented by a dealership. Acting rather as an overseer or a "watchdog" to make sure that an individual is carrying on business as they should, Worldsource Financial Management is one of the largest mutual fund dealerships for independent advisors in Canada. Worldsource Financial Management provides Hartry Foley Financial Ltd with the technological support and compliance support that is required in today's markets.

As an independent advisor, Hartry Foley Financial is contracted with 13 life insurance companies and 5 banks to provide clients with the best rates in life insurance, group benefits, GICs, disability and critical illness.

We also partner with the Gryphin Advantage Inc, a managing general agency (MGA) in Hamilton, Ontario. They provide Hartry Foley Financial with all the processing and tracking of our business. They provide us with the support and initiatives to grow our business through education initiatives.

As a Certified Financial Planner, (CFP), it is very important to our business to have the professional leadership and standards of such a reputable profession. The council keeps us aware of the ethical standards and procedures in our business.

As a Property and Casualty Broker, I have my RIBO License and am partnered with Flewwellings Insurance Group in Etobicoke, Ontario. They are a large independent P&C company that brokers many large insurance companies with competitive rates. Flewwellings is a large family owned and operated business with strong values and wonderful customer service.<



Partner Sites



Worldsource Financial Management

The Financial Planners Standards Council

The Gryphin Advantage Inc

Flewwellings Insurance Group