Desjardins Group agreed to acquire Worldsource Wealth Management Inc. from Guardian Capital Group Limited (TSX:GCG.A) on November 30, 2022. BMO Capital Markets acted as financial advisor to Guardian and as a fairness opinion provider to its board of directors. Borden Ladner Gervais LLP acted as legal advisor and KPMG LLP (Canada) acted as tax accountant to Guardian. Desjardins Capital Markets acted as financial advisor and Stikeman Elliott LLP acted as legal advisor to Desjardins Group in this transaction.

Desjardins Group acquired Worldsource Wealth Management Inc. from Guardian Capital Group Limited (TSX:GCG.A) on March 1, 2023.