Products
As independent advisors, with a diverse product shelf, we are not limited to the proprietary products of any one bank, mutual fund or insurance company. For non-registered investments, we will consider all tax advantaged products such as Corporate Class and T-Series funds.
Accounts can be opened directly in client name or as a Worldsource Financial self-directed/nominee plan. What we need to open a new account can be found here ENG or FR from the Canadian Investment Regulatory Organization (CIRO) / l’Organisme canadien de réglementation des investissements (OCRI).
Our Product shelf includes:
- Mutual Funds – access to every major fund company in Canada
- Exchange Traded Funds (ETF)
- Hedge Funds
- High Interest Savings Accounts (HISA)
- Socially Responsible Investing (SRI)
- GICs
- Segregated Funds
- Annuities
- Life Insurance, Disability Insurance, Critical Illness Insurance and Long Term Care Insurance etc.
Available Account Types:
- Non-registered (Open)
- RRSP/LIRA
- RRIF/LRIF/LIF
- Group RRSP
- TFSA
- FHSA (new!)
- RESP (Individual or Family)
- Registered Disability Savings Plan (RDSP)
- QROPS (Qualified Recognized Overseas Pension Scheme)
- Trusts
Annuities and other Life Insurance products are available through term/mart Insurance Agency Ltd.
The links provided are an additional resource and are for information and convenience purposes only. By accessing any of these links you will be leaving our website. The inclusion of a link does not imply endorsement or approval of the linked website, the third parties named therein or their products and services. Access to any other website linked to this site is at your own risk. We are not responsible for the availability, accuracy or reliability of any linked website or any link contained in a linked website.