Individuals and Families



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 and of the Investment Industry Regulatory Organization of Canada .   *Insurance strategies and solutions are provided by Brendan Greenwood as part of comprehensive financial planning through Pelorus Transition Planning. Please visit  for further information.