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Trish Nielsen is Head of Partnerships & Business Development for Worldsource Wealth Management, inclusive of both investment dealers: Worldsource Securities Inc. (IIROC) and Worldsource Financial Management Inc. (MFDA). She joined Worldsource in January 2015 and assumed her executive position in January 2021. Trish provides strategic direction, leadership and guidance for wealth services, business development, and revenue-generating activities for both dealerships. With her team, she champions for advisor advocacy and an elevated partner experience, while continuously driving corporate growth.Trish’s career in the financial services industry began in 1999 when she joined a preeminent Canadian bank’s brokerage arm as a full-service Investment Advisor. This solid beginning led into a lengthy tenure as Vice President of Sales with a leading national investment dealer. In this role, she was responsible for multi-divisional sales growth, including online discount brokerage, insurance, and proprietary product and portfolio solutions through its investment arm. She concurrently led an ongoing, holistic practice management agenda with IIROC and MFDA licensed advisors within the dealerships’ strategic channels. Before joining Worldsource, Trish, in the capacity as a Vice President and Portfolio Manager, was instrumental in launching a global private client group’s entry into the Canadian marketplace. This initiative focused on working directly with high-net-worth clients and expanding the firm’s North American presence.
Talks About #investments #financialadvisory #strategicfinancialplanning
Preferred Locations #NorthAmerica