CCUE Finance

CCUE Finance is dedicated to offering Canadian Chinese comprehensive investment and financial services. We provide one-stop services on life insurance, estate planning, investment funds, taxation and other financial products and services. In 2017, we joined IDC WORLDSOURCE INC. (leading Managing General Agency), and became its Associate General Agency. We are the direct agent of 24 financial and insurance institutions. With excellent file processing system, professionally experienced teams, and the advantage of being the direct agent of 24 financial institutions, we provide clients with the best tailored-made investment proposals.

Guardian Capital Group Limited

Guardian has been an active player in the investment community for more than 50 years and has a reputation for solid performance through strong alliances and a robust fundamental understanding of financial markets. Guardian is a diversified financial services company with deep roots in Canada which serves the needs of a range of clients, through a group of distinct companies.

Institutional Management

Guardian Capital LP manages portfolios for defined benefit and defined contribution pension plans, corporate insurance assets, foundations, endowments and third-party mutual funds with a fundamental, sustainable view of the markets. Our investment capabilities encompass Canadian, U.S., international and global mandates in equity and fixed income markets, and Canadian Real Estate. Guardian Capital LP also manages portfolios for retail intermediary clients that include sub-advisory relationships with mutual funds, insurance companies, banking institutions, closed-end funds, separately managed accounts and unified managed accounts.

IDC Worldsource Insurance Inc.

IDC Worldsource Insurance Network Inc. (IDCWIN) is part of a much larger organization, under our parent company, Guardian Capital Group Limited. We are also one of Canada’s largest life insurance managing general agencies, with strategically located offices across the country. Our talented national team offers advisors a diverse network of professionals who have earned a solid reputation as industry leaders.

IDCWIN is a company with a sound and stable history; from our firm beginnings in Guardian Capital Group Limited in 1962, we have grown to serve over 2,000 insurance advisors, who sell products from all major life insurers and have over $1.5 billion in segregated fund assets under administration.

IDCWIN are one of three divisions under the Worldsource Wealth Management Inc. umbrella, a fully integrated wealth management company that is focused on building financial prosperity and delivering a full range of financial services.

Our Alliances

IDCWIN represent 20 plus insurance companies and the Guardian Group of Companies including Guardian Capital Group Limited, Worldsource Financial Management Inc. and Worldsource Securities Inc.