Coast Capital Registered Plans | Worldsource Wealth Management

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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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To find out if a person is currently employed by a company regulated by the CIRO, refer to the Advisor Report

© 2025 Worldsource Wealth Management Inc.

Worldsource Wealth Management Inc.

Phone: 905.940.5500 | 1.800.287.4869

Worldsource Wealth Management Inc.

Phone: 905.940.5500 | 1.800.287.4869

Worldsource Wealth Management Inc. and Worldsource Financial Management Inc. are members of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO), and are regulated by these organizations. Both entities are subsidiaries of Worldsource Group of Companies Inc., a wholly owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (“FCDQ”), which is part of the Desjardins Group.