Sound History

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Worldsource Securities Inc. is a division of Worldsource Wealth Management, a wholly owned subsidiary of Desjardins Group, provider of financial and insurance solutions.  Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $407.1 billion.

 

As one of Canada's fastest growing wealth management and advisory companies, our sound history is complemented by a proven track record of accomplishment.  Today we support some of Canada's most distinguished Investment Advisors, by allowing them to flourish in an environment that is free from the interference of corporate objectives.

 

 

 

Protection of Client Accounts

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Fidelity Clearing Canada (FCC), is the Carrying Broker for client accounts of Worldsource Securities Inc. (WSI). FCC 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. Both Worldsource Securities Inc. and Fidelity Clearing Canada are members of the Canadian Investor Protection Fund (CIPF) which is in place to ensure that clients' cash and securities within defined limits are returned to them should either firm become insolvent.

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Research

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WSI partnered with Morningstar, a global leader in the research space, to provide North American company and ETF research. Morningstar provides extensive analyst coverage and quantitative research of Canadian and US companies. We leverage these tools to provide alternative investment strategies that compliment our core portfolio offerings.

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