Portrait of a young businessman with a business team

Together, we will

Respect your freedom, support your needs and grow your business

Partner with Worldsource
30+ years of leading independent dealer icon

30+ years


$18.4 billion* of assets under management icon

$18.4 billion*


5-star dealership from 2022-2023 icon

5-star dealership

2022 - 2023 **

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 icon

Industry leading expertise

Our leadership fosters partnerships through collaboration with advisors.

Digital innovation icon

Digital innovation

Our digital ecosystem is crafted to match the wealth experience clients crave.

Investment solutions icon

Investment solutions

Support your clients on their wealth journey with our flexible solutions.

Strategic partnerships icon

Strategic partnerships

We collaborate with proven industry partners that can help grow your business.

Solid backing icon

Solid backing

Backed by Desjardins Group, we’re committed to enhancing people’s financial well-being.

Effective operations icon

Effective operations

We provide full dealer services for both CIRO’s Mutual Fund Dealer and Investment Dealer divisions.

What our partners say

Headshot of Mary Warwick

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."

Headshot of Harry Perler

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

Cropped shot of an attractive young businesswoman working in her office.

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 Mar 31, 2024
** Based on Wealth Professional magazine’s annual brokerage awards