Worldsource Insurance Network (WIN), a sister company to Worldsource Financial Management (WFM), will provide life insurance services to Coast Capital Savings. The agreement in principle is conditional upon the signing of a definitive agreement, receiving the appropriate regulatory approvals and to certain other conditions.
Paul Brown, chairman and CEO of WFM and president of WIN, said: Worldsource prides itself on being a leader in the financial advisory sector. We continue to build upon our integrated wealth management platform offering advisors and their clients independent choice and service excellence. We are excited about this opportunity and we look forward to a new relationship with Coast Capital that will support the growth of both organizations.
