PHILOSOPHY

Financial Planning is a process, not an event. By designing and implementing a solid financial strategy for our clients and providing the appropriate tools, we reduce the need for investment changes and confusing discussions. Periodic reviews and updates will be conducted.

Our investment style is to build a portfolio around a client’s needs, while striving to achieve the most tax efficient portfolios as possible. The focus will be on individual assets that generate cash flow, thus reducing costs and helping to minimize portfolio volatility.

Commitment to education and an independent business model avoids limiting the solutions or strategies that we are able to offer.

SOUND HISTORY

Since 2002, Worldsource Securities Inc. (WSI) has worked towards creating a finely calibrated ecosystem that connects independent investment advisors with a comprehensive and robust dealer platform, designed to enhance their businesses and facilitate exemplary relationships with their clients. The result is a concentrated network of professionals committed to providing an unparalleled level of service excellence, to help their clients achieve financial security. WSI is a full-service investment dealer and member of CIRO (Canadian Investment Regulatory Organization).

Worldsource Wealth Management Inc. is a wholly owned subsidiary of Desjardins Group.  For more than 100 years, Desjardins has been dedicated to improving the financial well being of the people and communities they serve. Now, as the leading financial cooperative in North America, Desjardins provides innovative banking and insurance solutions to over 7.5 million members and clients.

PROTECTION OF CLIENT ACCOUNTS

Fidelity Clearing Canada ULC is the Carrying Broker for client accounts of Worldsource Securities Inc. (WSI). Fidelity Clearing Canada ULC provides certain record keeping and operational services to clients of WSI which may include: execution and settlement of securities transactions, custody of securities and cash balances, and extension of credit of margin transactions.