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Services

 

We offer a full suite of Fee Based Investment 

Solutions utitlizing a top down approach to money management. Each Portfolio is tailored to the needs of the client and follows a strict process to ensure the right fit.

 

 

Our Firm

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​Palladin Wealth Management is a leading boutique Investment Management firm providing Private Investment Management services to successful individuals, families and recipients of sudden wealth.





Our Partner

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​Worldource Financial Management  a member of the Guardian Capital Group of Companies provides our firm with regulatory compliance, licencing and support. Pooled Funds, Hedge Funds, Mutual Funds and Segregated Funds provided by the fund companies are offered though Worldsource Financial Management, all other products are offered through Palladin Wealth Management.





Connect with our Family

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​Palladin provides a complete financial services offering in the family office model. From a multi-diciplined advisory practice to complete Real Estate property management services; see how we can build your wealth and simplify your life.





Mutual Funds and Segregated Funds provided by the Fund companies are offered through Worldsource Financial Management Inc. Other services and Products are offered through Palladin Wealth Management and Palladin Capital Advisors LLP
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© 2012 by Palladin Wealth Management

Palladin Wealth Management

Worldsource Financial Management Inc

184 Lisgar St.,

Ottawa, Ontario Canada

 

Tel:  +1.613.233.5757

Fax: +1.613.724.6626

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