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Your wealth advisors and insurance specialists

As part of the wealth management process, after reviewing your investment needs and objectives, your advisors Donald Irvine and Iván Vázquez may refer you to other professionals for additional services including access to registered portfolio managers. At present, Worldsource has a referral arrangement with Guardian Capital Advisors LP.

If you have an existing relationship with Guardian Capital Advisors LP, follow this link to access your account(s):

Guardian Capital Advisors LP