Head of Partnerships & Business Development, Worldsource Wealth Management
Trish Nielsen is Head of Partnerships & Business Development for Worldsource Wealth Management (WWM), a wholly owned subsidiary of the Guardian Capital Group of Companies. Trish joined Worldsource in January, 2015 and was appointed to her current position in January 2021.
In this role, Trish oversees and provides strategic direction and leadership across the sales and relationship management group, investment services team and client services associates for the organization’s IIROC and MDFA dealerships. Trish is responsible for steering the company’s ongoing and ambitious growth plans while championing for advisor advocacy and an elevated partner experience. She leads by example and guides her team with a collaborative approach, staying directly engaged with partners while also focusing on internally developing her direct reports for future progression.
A high-performing industry veteran since 1999, Trish has been an Investment Advisor, Vice President and Portfolio Manager with some of Canada’s leading financial companies. She has spent over a decade driving business as a senior executive in wealth management, and believes in a leadership style that is transformational; valuing teamwork, shared vision and goals to achieve collective success and enhance shareholder value.