It is said that excellence is the gradual result of always striving to do better, and striving to do better is integral to delivering a better client experience. At First Capital Financial we are deeply committed to exactly this, which is why we are excited to represent you on our new Dealer Platform - Worldsource Financial Management Inc.
Worldsource offers best in class technology, reporting and the ability to position your portfolio on their Certified Investment Management (CIM) platform. This represents a fundamental improvement in how your hard-earned savings are managed and allows us to be more proactive and respond in real time to the enormous challenges in today’s global economy.
Transitioning to Worldsource requires completion of the requisite transfer forms, which we will be contacting you about shortly. New On-Line passwords will be issued to you to ensure you have full access to your statements 24/7. Please note our phone numbers and email addresses are the same and our office addresses are:
109-B Kimberly Avenue, Bracebridge, ON, P1L 1Z8
First Capital Financial Head Office
50 Coreslab Drive
On behalf of the entire team of myself, David, Eliza, Glen Jared, Rebecca and Sandra we thank you for your business and look forward to working with you on our new Worldsource platform!
If you have any further questions in this regard, please give me a call.