In Canada, a 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 with the technological support and compliance support that is required in today’s markets.

As an independent firm, 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) Sue Foley understands the importance to our business to have the professional leadership and standards of such a reputable profession and designation. The council keeps us aware of the ethical standards and procedures for our business.

The CFP designation is one of the highest standards in our business. This allows us to help our clients with well rounded advice; estate planning, retirement planning, tax  

Worldsource Financial Management Inc.

The Gryphin Advantage Inc.