Targeting Financial Success

We're here to tailor an investment solution based on your unique needs, your attitudes toward investing and your tolerance for risk. An advisor will examine your current situation, help determine where you want to be in the future, and then establish the best route to get you there.

For Individuals & Families

For Businesses

For more details, contact us. You can also e-mail us and we'll answer within one business day.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Worldsource Financial Management Inc., sponsoring mutual fund dealer. Additional products and services provided through Whitley Insurance and Financial Services.

All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy.  Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website.  Mutual funds are offered in Canada only.

Mutual funds distributed by Worldsource Financial Management Inc., - mutual fund dealer