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Effective October 11, 2025, Worldsource Securities Inc. will become a dual-licensed dealership under the new name Worldsource Wealth Management Inc. Please be assured that this change will not impact you or your relationship with your advisor. If you have any questions, we encourage you to reach out to your advisor.

New Declaration of Trust
Fee and Interest Rate Schedule
Client Account Agreement and Relationship Disclosure

New endorsement(s) for locked-in plans

Alberta LIF Endorsement
Alberta LIRA Endorsement
British Columbia LIF Endorsement
British Columbia LIRA Endorsement
Federal LIF Endorsement
Federal LRSP Endorsement
Federal RLIF Endorsement
Federal RLSP Endorsement
Manitoba LIF Endorsement
Manitoba LIRA Endorsement
Manitoba PRIF Endorsement
New Brunswick LIF Endorsement
New Brunswick LIRA Endorsement
Newfoundland & Labrador LIF Endorsement
Newfoundland & Labrador LIRA Endorsement
Newfoundland & Labrador LRIF Endorsement
Nova Scotia LIRA Endorsement
Nova Scotia LIF Endorsement
Ontario LIF Endorsement
Ontario LIRA Endorsement
Quebec LIF Endorsement
Quebec LIRA Endorsement
Saskatchewan LIRA Endorsement
Saskatchewan PRIF Endorsement
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Know Your Advisor: Advisor Report (available for the advisors approved with a CIRO-regulated investment dealer)

© 2025 Worldsource Wealth Management.

Worldsource Wealth Management

625 Cochrane Drive, Suite 700

Markham, Ontario L3R 9R9

Phone: 905.940.5500 | 1.800.287.4869

Worldsource Wealth Management

625 Cochrane Drive, Suite 700 Markham, Ontario L3R 9R9

Phone: 905.940.5500 | 1.800.287.4869

Worldsource Financial Management Inc. and Worldsource Securities Inc., both members of the Canadian Investor Protection Fund (CIPF) and of the Canadian Investment Regulatory Organization (CIRO), are divisions of Worldsource Group of Companies Inc., operating as Worldsource Wealth Management. Worldsource Wealth Management is a wholly-owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (“FCDQ”), which is part of the Desjardins Group.

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