30+ years
LEADING INDEPENDENT DEALER
$18.8 billion*
ASSETS UNDER ADMINISTRATION
5-star dealership
2022 - 2024 **
What makes Worldsource different
Partnering with Worldsource gives you access to a full spectrum of solutions that are designed to offer you support when and how you need it.
Industry leading expertise
Our leadership fosters partnerships through collaboration with advisors.
Digital innovation
Our digital ecosystem is crafted to match the wealth experience clients crave.
Investment solutions
Support your clients on their wealth journey with our flexible solutions.
Strategic partnerships
We collaborate with proven industry partners that can help grow your business.
Solid backing
Backed by Desjardins Group, we’re committed to enhancing people’s financial well-being.
Effective operations
We provide full dealer services for both CIRO’s Mutual Fund Dealer and Investment Dealer divisions.
What our partners say
Mary Warwick
Warwick McLaughlin Wealth Management
"I chose to partner with Worldsource because of their exceptional team. In an industry where authenticity is hard to come by, there is an accessibility and genuine desire to support that you get from their leadership and their people. These rare qualities really set them apart."
Harry Perler
Perler Financial Group
"I’ve been a proud partner with Worldsource for over 20 years and I’m an active member of the advisor council. Their unwavering commitment to supporting my business amplifies our collaborative efforts, ensuring my voice is valued."
Join our independent dealership model
Driven by our strong commitment to transparency and freedom of choice, Worldsource has established itself as a leading independent dealership. We believe in empowering our partners by providing access to innovative tools, investment solutions and personalized support they need to enrich the financial lives of Canadians.
Let's talk
* As of Jun 30, 2024
** Based on Wealth Professional magazine’s annual brokerage awards