As independent advisors, with a diverse product shelf, we are not limited to the proprietary products of any one bank, mutual fund or insurance company. For non-registered investments, we will consider all tax advantaged products such as Corporate Class and T-Series funds.

Accounts can be opened directly in client name or as a Worldsource Financial self-directed/nominee plan. What we need to open a new account can be found here from the Mutual Fund Dealer’s Association (MFDA).


Our Product shelf includes:

  • Mutual Funds – access to every major fund company in Canada
  • ETF Mutual Funds
  • Hedge Funds
  • High Interest Savings Accounts
  • Socially Responsible Investing (SRI)
  • GICs
  • Segregated Funds
  • Annuities
  • Life Insurance, Disability Insurance, Critical Illness Insurance and Long Term Care Insurance


Available Account Types:


Annuities and other Life Insurance products are available through term/mart Insurance Agency Ltd.


Let us help build, manage and preserve your wealth so you can enjoy life today and be prepared for tomorrow.