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World source Financial Management Inc. Client Agreement and Disclosures Brochure TABLE OF CONTENTS INTRODUCTION DEFINITIONS AND EXPLANATION OF RISK TOLERANCE AND INVESTMENT OBJECTIVES LEVERAGING DISCLOSURE:
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Worldsource Financial Management Inc. is a Canadian company that offers wealth management services and products.
Advisors and financial planners who are affiliated with Worldsource Financial Management Inc. are required to file the necessary paperwork.
To fill out Worldsource Financial Management Inc. forms, individuals must provide accurate information about their financial transactions and investments.
The purpose of Worldsource Financial Management Inc. is to help individuals manage their wealth, investments, and financial goals.
Information that must be reported on Worldsource Financial Management Inc. includes financial transactions, investment details, and account balances.
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