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MARKHAM, Ontario Today, two proudly independent Canadian Financial Services firms, Worldsource Securities Inc. (WSI) and Portfolio Aid Inc. (PortfolioAid),…

United statesSam websterKate stewartRichard riziElaine polgarCompany fintech globalWorldsource securities incInvestment servicesDesjardins groupWorldsource group of companies incUnified managed accountVice presidentFinancial advisorsPortfolioaid primeTech providerExcellence awardee