Meet our Experienced Leadership Team (click here for details)
Enhancing Your Business with Our Tools and Resources
WSI offers an environment for highly experienced and sophisticated investment advisors to conduct their business as they like, to benefit the best interests of their clients, while providing a vast range of resources, tools and expertise to complement and enhance their operations. Our philosophy is predicated on building enduring relationships. WSI fundamentally believes in the importance of independence and autonomy for the entrepreneurial-oriented advisor.
Ethical Considerations of Paramount Importance
For investors, entrusting their financial future to an advisor will be one of the most important decisions they will make in their lifetime, so those relationships must be built on the highest ethical considerations. This underlying principle is the essence of what WSI seeks to achieve when it aligns with independent investment advisors. We build relationships with selected advisors who will assist investors in reaching their financial goals in an environment based on trust, clarity and transparency.
Strength through Synergistic Relationships
WSI provides investment advisors with access to a vast range of products, services and programs required to meet the needs of your clients. Through the auspices of sister company IDC Worldsource Insurance Network, a managing general agency, we can also provide access to all major Canadian insurance carriers. Likewise, the global resources of parent company Guardian Capital, with its banking, private wealth and investment management expertise across all asset classes, greatly strengthen our level of service available to you.