Doce Tomic

Chairman and CEO @Worldsource Wealth Management

Toronto, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2023 — Present

Chairman and CEO @Worldsource Wealth Management

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Toronto, ON, CA

SKILLS

Investment ManagementTradingWealth Management ServicesPortfolio ManagementSecuritiesRetirement PlanningInsuranceWealthInvestmentsAsset ManagementTeam LeadershipFinancial AdvisoryOptionsFinancial PlanningTeam BuildingStrategic Financial PlanningFinancial ServicesLeadershipBusiness PlanningEquitiesStrategyChange ManagementInvestment AdvisoryEtfsInvestment StrategiesAlternative InvestmentsBusiness DevelopmentWealth ManagementStrategic PlanningMutual FundsRisk Management

ABOUT DOCE TOMIC

Chairman & President at Worldsource Wealth Management | 30+ Years Financial Services Executive Leadership | Champion for Independent & Corporate Partner Advisor Success | Transformational Wealth Management Strategist

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Doce Tomic — Chairman and CEO at Worldsource Wealth Management in Toronto, CA | Unifers