Full service investment dealer
We understand that your business is unique, and we value your independence. We offer dealer services for every type of advisor.
Worldsource Financial Management is our independent mutual fund dealer, regulated by CIRO’s Mutual Fund division
Worldsource Securities Inc. is our full-service investment dealer regulated by CIRO’s Investment division
Wealth as a service
We believe that creating success for your business today and in the future depends on a holistic approach. As your partner, our goal is to help you provide wealth as a service by enhancing your client experience, refining your operations and strengthening your competitive position.
Supporting you with all your needs
Our personalized support focuses on providing you with the right solutions at the right time. Whether you are starting your transition or in need of Compliance oversight, our teams collaborate with you to ensure the needs of your clients and your business are met.
Backed by the strength of Desjardins Group
Isn’t it time you align yourself with a real partner?
Experience a commitment to collaboration, transparency and independence that empowers you to grow your business on your own terms.
Open architecture
We provide access to a full spectrum of solutions that are designed to offer you support when and how you need it
Digital solutions
We are continually evolving our digital ecosystem, making your business more efficient and helping you create the online experience clients expect
Strategic partnerships
We collaborate with exceptional industry partners to provide you with industry-leading tools, ensuring you stay ahead of the curve
Independent, but not alone
Collaboration is at the heart of what we do, that’s why we foster opportunities to connect and build community with your peers