Individuals and Families

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Professional independent advice giving you peace of mind

  • Direct access to your personal investment advisor in-person or remotely

  • Benefit from investment management that continuously adapts to the changing investment landscape

  • Grow your wealth with less down-side risk

 

  • Keep more money through tax efficient investing

 

  • Create financial security 

 

  • Ensure you have enough money to service your desired lifestyle    

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.