Philosophy

In volatile markets we employ systematic strategies to control volatility and maintain a targeted level of risk in order to improve long-term average annualized returns. 

Our focus is on helping you achieve your objectives when you want to achieve them by reducing exposure to significant loss caused by extreme market volatility. 

 

We understand that returns are less predictable as risk increases.  Our dynamic approach to managing risk helps improve the probability that you reach your goals in time and don't fall short. 

Worldsource Securities Inc., sponsoring investment dealer, is a Member of the Canadian Investor Protection Fund www.cipf.ca and of the Investment Industry Regulatory Organization of Canada www.iiroc.ca .   *Insurance strategies and solutions are provided by Brendan Greenwood as part of comprehensive financial planning through Pelorus Transition Planning. Please visit https://www.greenwoodwealthinsurance.co/  for further information.