IDC Worldsource Insurance Network Inc. Acquires Copoloff Insurance Agencies (Canada) Ltd. - Seite 2
“We are excited about our new partnership with IDC WIN,” said Shelly Copoloff. “We are comfortable that our corporate cultures are in alignment. We are confident that IDC WIN will continue to support our advisors with the care, integrity and full commitment to which they have become accustomed while working with us.”
The transaction closed today.
For further information, please contact:
About Guardian Capital Group Limited
Guardian Capital Group Limited is a diversified financial services company founded in 1962. Guardian operates in two main business areas, Asset Management and Financial Advisory. As of June 30, 2020, Guardian had C$31.2 billion of assets under management and C$20 billion of assets under administration. Guardian offers institutional and private wealth investment management services; financial services to international investors; services to financial advisors in its national mutual fund dealer, securities dealer, and insurance distribution network; and maintains and manages a proprietary investment portfolio, which had a fair market value of C$511 million at June 30, 2020. Its Common and Class A shares are listed on the Toronto Stock Exchange; in 2019, Guardian celebrated 50 years as a listed company. To learn more about Guardian, visit www.guardiancapital.com
About IDC Worldsource Insurance Network Inc.
IDC Worldsource Insurance Network Inc. is one of Canada's leading life insurance Managing General Agencies, servicing advisors across the country, through partnerships with over 15 major insurance carriers. IDC WIN prides itself on its service, knowledge and commitment to the Canadian insurance industry, bringing a sharp focus and exceptional standards of operation to all areas of its processes. IDC Worldsource Insurance Network Inc. is a division of Worldsource Wealth Management Inc., a wholly-owned subsidiary of Guardian Capital Group Limited.
About Copoloff Insurance Agencies (Canada) Ltd.
Copoloff Insurance Agencies (Canada) Ltd., Shelly K. Copoloff Insurance Agencies Inc. and Rate Watchers Life Insurance Brokers Ltd. (collectively, Copoloff) is a leading Managing General Agency that has built its reputation on the highest level of integrity, trust and commitment. For over 50 years, Copoloff has specialized in offering financial services to financial advisors across Canada. Copoloff is a family-owned business founded in 1964, developed to support advisors grow and establish their business through advanced marketing strategies, personalized case consultation, professional development seminars and lead generation programs.