Sound History

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Worldsource Securities is a wholly owned subsidiary of Guardian Capital Group Limited, one of Canada's largest publicly traded investment companies, with over $20 billion in assets under management. 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.

 

In addition to Worldsource Securities Inc., the family of Guardian companies includes:

 

Guardian Capital LP - Institutional investment management

Guardian Capital Advisors LP - High net worth investment counselor

IDC Worldsource Insurance Network Inc. - Leading agency with over 800 independent Advisors

Alexandria Bancorp Limited - International wealth management

Worldsource Financial Management Inc. - Mutual fund dealer

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Protection of Client Accounts

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Fidelity Clearing Canada (FCC), is the Carrying Broker for client accounts of Worldsource Securities Inc. (WSI). FCC provides certain record keeping and operational services to clients of WSI which may include: execution and settlement of securities transactions, custody of securities and cash balances, and extension of credit of margin transactions. Both Worldsource Securities Inc. and Fidelity Clearing Canada 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.

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Research

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WSI 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.

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