Privacy
The Worldsource Wealth Management Experience
Sound History
Worldsource Wealth Management Inc. is a subsidiary of Worldsource Group of Companies Inc., a wholly owned subsidiary of Desjardins Group, provider of financial and insurance solutions. Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $407.1 billion.
As one of Canada's fastest growing wealth management and advisory companies, our sound history is complemented by a proven track record of accomplishment. Today we support some of Canada's most distinguished Investment Advisors, by allowing them to flourish in an environment that is free from the interference of corporate objectives.
Protection of Client Accounts
Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. Aviso Correspondent Partners, is a division of Aviso Wealth Inc. Aviso Correspondent Partners, provides custody, trade execution, settlement, and account administration services, including the safekeeping of cash and securities, trade confirmations, statements, and tax reporting for client accounts of Worldsource Wealth Management Inc. Both Worldsource Wealth Management Inc. and Aviso Correspondent Partners are members of the Canadian Investor Protection Fund (CIPF) which is in place to ensure that clients' cash and securities within defined limits are returned to them should either firm become insolvent.
Research
Worldsource Wealth Management Inc. is partnered with Morningstar, a global leader in the research space, to provide North American company and ETF research. Morningstar provides extensive analyst coverage and quantitative research of Canadian and US companies. We leverage these tools to provide alternative investment strategies that compliment our core portfolio offerings.