Choosing the Right Investments

With thousands of mutual funds to choose from, making an investment decision can be extremely complicated. Let our experienced advisors sift through the options and help you choose the most appropriate solution based on your needs and priorities.

We offer a full range of mutual funds that suit all types of investors whether you are conservative, aggressive, or somewhere in between. Our extensive offering of mutual funds means you have access to a diverse range of Canadian and international funds. Our fund options also represent all major asset classes and prominent sectors.

Contact us or e-mail us to find out more about our products and services. You can expect a reply within one business day.

Mutual Funds distributed by Worldsource Financial Management Inc., a mutual fund dealer.

Disclaimer:

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.