WSI at a Glance
Strategic Vision. Innovative Support.
Worldsource Securities is a Canadian company that offers fresh and inspiring thinking. We support the innovative and entrepreneurial approach that progressive and established advisors bring to their practices.
Worldsource Securities is focused on delivering advanced tools and superior support so that you can concentrate on servicing your clients and building your business, profitably. With the entrepreneurial arrangement of the Agency Model at the core of the business model, Worldsource Securities offers Investment Advisors the opportunity to manage their own business with maximum autonomy.
Worldsource Securities is committed to delivering:
- service standards developed with our clients in mind;
- innovative technology through WorldPort;
- market-leading administrative tools & support;
- timely and relevant proprietary research through Market Watch and our partners - National Bank Financial and Credit Suisse;
- 24/7 access to on-going training with on-line videos and guides; and
- compliance support.
