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Worldsource Wealth Management Inc. logo
  • Advisors
  • Investors
  • About us
  • News and Insights
  • Contact us
A dandelion blowing seeds in the windA dandelion blowing seeds in the windA dandelion blowing seeds in the wind

Together, we will

Discover the value of advice

Together, we will

Discover the value of advice

Trusted advice to empower your prosperity journey

Your advisor knows you – they understand your needs and offer the best solutions to help manage, grow and preserve your wealth. We understand your advisor. By providing the essential tools, resources, products and services, we empower advisors to efficiently manage a successful practice.

Portfolio access at your fingertips

Young woman using a laptop and a smartphone, synchronized devices working from home.
Young woman using a laptop and a smartphone, synchronized devices working from home.

Portfolio access at your fingertips

Our secure, digital client portals give you convenient access to view your portfolio and see how you are tracking against your goals.

You can check your performance, access eDocuments, review transactions, and more.

Having all your key information readily available makes it easier for you to collaborate with your advisor and ensure you stay on track.

Working with you at every stage

Building your wealth is a journey, and as you transition through it your goals will adjust. Market conditions, career changes, milestone achievement, and major life events can all have an effect on your financial priorities.

The tools and strategies you use with your advisor will also shift. The approach you take to investing when you are just starting out, will be quite different from the one you adopt when you’re considering retirement.

We call this the Wealth Continuum. From digital advice to full service programs, we provide unique product offerings to help advisors support you at every stage of your wealth journey.

Wealth Continuum

A comprehensive suite of investment solutions

The Worldsource wealth continuum showcasing the range of product offerings available to investors

* Only available through Worldsource Securities Inc.
** Only available through Worldsource Financial Management Inc.

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To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report

© 2025 Worldsource Wealth Management Inc.

Worldsource Wealth Management Inc.

Phone: 905.940.5500 | 1.800.287.4869

Worldsource Wealth Management Inc.

Phone: 905.940.5500 | 1.800.287.4869

Worldsource Wealth Management Inc. and Worldsource Financial Management Inc. are members of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO), and are regulated by these organizations. Both entities are subsidiaries of Worldsource Group of Companies Inc., a wholly owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (“FCDQ”), which is part of the Desjardins Group.

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