Perfil
Doce Tomic currently works at Worldsource Wealth Management, Inc., as Chairman and Worldsource Financial Management, Inc., as Chairman & President.
Mr. Tomic also formerly worked at Credential Financial, Inc., as President & Chief Executive Officer, RBC Direct Investing, Inc., as Chief Executive Officer, Rbc Action Direct, Inc., as President & Chief Executive Officer, Aviso Wealth, Inc., as Executive Director, Guardian Capital Group Ltd., as Head-Wealth Management & Technology from 2019 to 2023, RBC Dominion Securities, Inc., as President from 2004 to 2005, Wellington West Capital, Inc., as Chief Operating Officer from 2005 to 2008, and Worldsource Securities, Inc., as President.
Cargos activos de Doce Tomic
Empresas | Cargo | Inicio |
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Worldsource Wealth Management, Inc.
Worldsource Wealth Management, Inc. Investment ManagersFinance Founded in 1962, Worldsource Wealth Management, Inc. is a fully integrated wealth management company that supports financial advisors and aims to build financial prosperity for Canadians. The private company is based in Markham, Canada. Part of Guardian Capital Group Ltd., Worldsource Wealth Management is a wholly owned subsidiary of Desjardins Group, the leading financial cooperative in Canada with over 100 years of dedication to the people and communities they serve. | Chairman | - |
Worldsource Financial Management, Inc.
Worldsource Financial Management, Inc. Investment ManagersFinance Part of Guardian Capital Group Ltd., Worldsource Financial Management, Inc. is a Canadian financial management company that offers cutting-edge tools, support, and actionable solutions to help enhance businesses. The independent advisors that Worldsource Financial Management (WFM) supports have built their clientele on a strong foundation of one-on-one relationships and the highest level of trust. The private company is based in Markham, Canada. By fully understanding clients' investment needs, they can help secure their financial future through sound advice, complete financial plans, and leading investment solutions. WFM has served Canadian investors for over 15 years through partnerships with a network of seasoned industry professionals. | Chairman | - |
Antiguos cargos conocidos de Doce Tomic.
Empresas | Cargo | Fin |
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GUARDIAN CAPITAL GROUP LIMITED | Chief Tech/Sci/R&D Officer | 01/07/2023 |
Wellington West Capital, Inc.
Wellington West Capital, Inc. Investment Banks/BrokersFinance Wellington West Capital, Inc. engages in the provision of securities brokerage services. It also offers investment advice to clients with an offering of managed investment solutions as well as expertise on individual security selection including equities; fixed income; currencies; mutual and exchange-traded funds; alternative investments; and hedging strategies. The company was founded by Charles Spiring in 1993 and is headquartered in Winnipeg, Canada. | Chief Operating Officer | 01/01/2008 |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | President | 01/01/2005 |
Aviso Wealth, Inc.
Aviso Wealth, Inc. Investment ManagersFinance Aviso Wealth, Inc. is one of Canada's largest independent wealth management firms, providing wealth services to hundreds of institutional and retail organizations. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company offers a comprehensive suite of wealth solutions, including investment dealer and insurance services, supporting thousands of financial advisors across Canada. Aviso Wealth's award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. The CEO of the company is William D. Packham. | Director/Board Member | - |
Rbc Action Direct, Inc. | Chief Executive Officer | - |
Experiencias
Funciones ocupadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Ejecutivos
Empresas relacionadas
Empresas cotizadas | 1 |
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GUARDIAN CAPITAL GROUP LIMITED | Finance |
Empresas privadas | 9 |
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RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Finance |
Wellington West Capital, Inc.
Wellington West Capital, Inc. Investment Banks/BrokersFinance Wellington West Capital, Inc. engages in the provision of securities brokerage services. It also offers investment advice to clients with an offering of managed investment solutions as well as expertise on individual security selection including equities; fixed income; currencies; mutual and exchange-traded funds; alternative investments; and hedging strategies. The company was founded by Charles Spiring in 1993 and is headquartered in Winnipeg, Canada. | Finance |
Worldsource Wealth Management, Inc.
Worldsource Wealth Management, Inc. Investment ManagersFinance Founded in 1962, Worldsource Wealth Management, Inc. is a fully integrated wealth management company that supports financial advisors and aims to build financial prosperity for Canadians. The private company is based in Markham, Canada. Part of Guardian Capital Group Ltd., Worldsource Wealth Management is a wholly owned subsidiary of Desjardins Group, the leading financial cooperative in Canada with over 100 years of dedication to the people and communities they serve. | Finance |
Worldsource Securities, Inc.
Worldsource Securities, Inc. Investment Banks/BrokersFinance Worldsource Securities, Inc. (WSI) is a full-service investment dealer headquartered in Markham, Ontario, Canada. The firm was founded in 2002 and is a subsidiary of Le Mouvement des caisses Desjardins. WSI serves Canadian investors through partnerships with a network of seasoned industry professionals focused on providing exemplary financial advice. | Finance |
Worldsource Financial Management, Inc.
Worldsource Financial Management, Inc. Investment ManagersFinance Part of Guardian Capital Group Ltd., Worldsource Financial Management, Inc. is a Canadian financial management company that offers cutting-edge tools, support, and actionable solutions to help enhance businesses. The independent advisors that Worldsource Financial Management (WFM) supports have built their clientele on a strong foundation of one-on-one relationships and the highest level of trust. The private company is based in Markham, Canada. By fully understanding clients' investment needs, they can help secure their financial future through sound advice, complete financial plans, and leading investment solutions. WFM has served Canadian investors for over 15 years through partnerships with a network of seasoned industry professionals. | Finance |
RBC Direct Investing, Inc.
RBC Direct Investing, Inc. Investment Banks/BrokersFinance RBC Direct Investing, Inc. operates as a Canadian discount brokerage firm. It offers different accounts, investment choices, tools and research and special client privileges. The firm makes cash contributions or pay for online trade commissions with RBC Rewards points. The company is headquartered in Toronto, Canada. | Finance |
Aviso Wealth, Inc.
Aviso Wealth, Inc. Investment ManagersFinance Aviso Wealth, Inc. is one of Canada's largest independent wealth management firms, providing wealth services to hundreds of institutional and retail organizations. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company offers a comprehensive suite of wealth solutions, including investment dealer and insurance services, supporting thousands of financial advisors across Canada. Aviso Wealth's award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. The CEO of the company is William D. Packham. | Finance |
Rbc Action Direct, Inc. | |
Credential Financial, Inc.
Credential Financial, Inc. Investment ManagersFinance Credential Financial, Inc. operates as a wealth management provider. It offers credit unions and independent investment firms a range of products and services. The firm specializes in asset management, full-service brokerage, online brokerage services, insurance services, investment counselling and financial planning. The company is headquartered in Vancouver, Canada. | Finance |
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