Discover the world of securities
Our consultative approach strategically integrates your investments into your financial ecosystem, helping you achieve your goals with confidence and promoting long-term prosperity.
Discover the world of securities
Our consultative approach strategically integrates your investments into your financial ecosystem, helping you achieve your goals with confidence and promoting long-term prosperity.
Worldsource Wealth Management Inc. is the general partner securities broker and is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).
Our expertise in the investment sphere is reflected in the creation of innovative and rigorous strategies, tailored to the unique needs of our customers.
We pay particular attention to portfolio risk management and the entire wealth management process to protect your assets while promoting the sustainable, harmonious growth of your wealth.”
Worldsource Wealth Management Inc. is the general partner securities broker and is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).
Our expertise in the investment sphere is reflected in the creation of innovative and rigorous strategies, tailored to the unique needs of our customers.
We pay particular attention to portfolio risk management and the entire wealth management process to protect your assets while promoting the sustainable, harmonious growth of your wealth.”
What are the essential foundations of our portfolio management style?
Asset allocation
Determine the optimal allocation of investments between different asset classes (equities, bonds, cash, etc.) according to financial objectives, risk profile and market conditions.
Diversification
Spread investments across different securities, sectors, geographic regions and asset classes to reduce the specific risk associated with any one security or region.
Monitoring and rebalancing
Regularly monitor portfolio performance against targets and readjust asset allocation if necessary to maintain alignment with the initial strategy.
Title selection
Select individual stocks, bonds or other financial instruments for the portfolio, using criteria such as quality, valuation and growth potential.
Risk management
Assess, monitor and manage portfolio risks, including market, credit, liquidity and operational risk, to protect capital and minimize potential losses.
Cost management
Minimize costs and expenses related to portfolio management, including transaction fees, management fees and taxes, to improve net returns for investors.
Fixed-income securities
Exchange-traded funds
Government and corporate bonds
Principal protected bills
Preferred shares
Mutual funds
Equities and alternative investments
Canadian and international common shares
Exchange-traded funds
Real estate trusts and infrastructure funds
Mutual funds and hedge funds
Socially responsible investment
Reliable advice for your financial success
Does your consultant really understand you? Is he able to identify your needs and propose the best solutions for managing, growing and protecting your assets?
We provide you with the tools, resources, products and services you need to answer these questions.
Reliable advice for your financial success
Does your consultant really understand you? Is he able to identify your needs and propose the best solutions for managing, growing and protecting your assets?
We provide you with the tools, resources, products and services you need to answer these questions.
Access your portfolio at a glance
Our secure digital customer portal gives you convenient access to your portfolio, so you can see if you’re on the right track. Easily consult your performance, access electronic documents and track your operations. This transparency strengthens our collaboration and ensures progress towards your objectives.
Access your portfolio
in the blink of an eye
Our secure digital customer portal gives you convenient access to your portfolio, so you can see if you’re on the right track. Easily consult your performance, access electronic documents and track your operations. This transparency strengthens our collaboration and ensures progress towards your objectives.
Building your wealth is a dynamic journey in which your objectives evolve with the transitions in your life. Market conditions, career changes, major milestones and life events can all influence your financial priorities. The tools and strategies you use with your advisor will also evolve.
The investment approach you take early in your career will be very different from the one you choose for retirement. We call this the heritage continuum. No matter what stage you’re at, we’re here for you.
Contact us
Contact us by completing the following information and we will contact you within 24 to 48 hours.
3445 Bd Laframboise Suite 205, Saint-Hyacinthe, Quebec J2S 4Z8, Canada
Call us: +1-800-989-2108
Fax: 514-360-2936
Welcome to our website www.alphadistinction.com. We provide access to this Site in accordance with the following terms and conditions of use. PLEASE READ THESE TERMS AND CONDITIONS AND PRIVACY POLICY CAREFULLY BEFORE USING THIS SITE. By accessing this site, you agree to the Terms and Conditions described below. If you do not agree with them, please do not use this Site. If at any time these Terms and Conditions are no longer acceptable to you, you should immediately cease using this Site.
QUEBEC I ONTARIO I ALBERTA
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Welcome to our website www.alphadistinction.com. We provide access to this Site in accordance with the following terms and conditions of use. PLEASE READ THESE TERMS AND CONDITIONS AND PRIVACY POLICY CAREFULLY BEFORE USING THIS SITE. By accessing this site, you agree to the Terms and Conditions described below. If you do not agree with them, please do not use this Site. If at any time these Terms and Conditions are no longer acceptable to you, you should immediately cease using this Site.
QUEBEC I ONTARIO I ALBERTA I BRITISH COLUMBIA
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Welcome to the Alpha Distinction Inc. We provide you with access to this Site subject to the following terms and conditions of use. PLEASE READ THESE TERMS AND CONDITIONS AND THE PRIVACY POLICY CAREFULLY BEFORE USING THIS SITE. By accessing this Site you agree to accept these Terms and Conditions. If you do not agree to these terms, please do not use this Site. If at any time the Terms and Conditions are no longer acceptable to you, you should immediately cease use of this Site.
No Warranty This Site is presented on an “as is” and “as available” basis only, without warranties of any kind either express or implied. Worldsource Wealth Management Inc. does not warrant that the information accessible on this Site or via this Site is accurate, complete or current. Although every effort is made to keep this Site up to date, information contained in this Site is not guaranteed to be current, accurate, or complete, and is subject to change without notice. Changes to the information, products or services described in this Site may be made without updating this Site to reflect such changes. In addition, Worldsource Wealth Management Inc. does not warrant the functions contained on this Site will be uninterrupted or error free, that defects will be corrected, that the Site or server that makes it available are free of viruses or other harmful components.
No Offer or Advice INFORMATION OR DATA CONTAINED IN THIS SITE IS INTENDED FOR INFORMATION PURPOSES ONLY. THE INFORMATION ON THIS SITE IS NOT INTENDED TO PROVIDE SPECIFIC ADVICE REGARDING YOUR PERSONAL INVESTMENT SITUATION OR TO PROVIDE ADVICE ON SPECIFIC INVESTMENT, FINANCIAL, LEGAL, ACCOUNTING, TRADING OR TAX MATTERS AND SHOULD NOT BE RELIED ON AS SUCH. IN NO WAY SHOULD THE INFORMATION AND MATERIALS CONTAINED ON THIS SITE BE CONSTRUED AS A RECOMMENDATION, OR AS AN OFFER TO PURCHASE OR SELL, OR AS A SOLICITATION OR AN OFFER TO PURCHASE OR SELL ANY SECURITY, BOND, MUTUAL FUND OR OTHER FINANCIAL INSTRUMENT OR PRODUCT OR TO PARTICIPATE IN ANY PARTICULAR TRADING OR INVESTMENT STRATEGY. MANY OF THE PRODUCTS, SERVICES AND FINANCIAL INSTRUMENTS MENTIONED ON THIS SITE INVOLVE SIGNIFICANT RISK AND YOU SHOULD NOT ENTER INTO ANY TRANSACTIONS UNLESS YOU FULLY UNDERSTAND ALL SUCH RISKS. YOU ARE ADVISED TO SEEK PROFESSIONAL ADVICE BEFORE ACTING ON ANY INFORMATION OR MATERIALS PROVIDED ON THIS SITE. IF YOU USE ANY OF THE INFORMATION OR MATERIALS PROVIDED ON THIS SITE YOU DO SO AT YOUR OWN RISK.
Local Laws Products and services are available in Canada and only in those other jurisdictions where they may be legally offered. This communication does not constitute an offer or solicitation to anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation.
Certain products and services mentioned on this Site may not be available in all locations. Products and services may only be sold through licensed companies and individuals in jurisdictions in which the product is qualified for sale. The products and services that may be mentioned on this Site are subject to the terms of the applicable legislation governing them and are available only in the provinces and the territories of Canada where they may be legally offered.
Worldsource Wealth Management Inc. makes no representation that this Site and the Content are appropriate or available for use in all locations. Those who choose to access this Site do so at their own initiative and are responsible for compliance with local laws, if and to the extent that local laws are applicable.
No U.S. Offer, Solicitation or Sales THIS INFORMATION IS NOT TO BE CONSTRUED AS AN OFFER TO SELL OR A SOLICITATION TO BUY ANY SECURITIES OR SECURITIES BASED PRODUCTS IN THE UNITED STATES OF AMERICA OR THE TERRITORIES OR POSSESSIONS THEREOF.
Opinions expressed Views and opinions expressed on this website are those of the authors or writers and not necessarily those of Worldsource Wealth Management Inc.
Leverage Risk Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by the loan’s terms remains the same even if the value of the securities purchased declines.
Leveraged or inverse-leveraged ETFs ETFs may have exposure to aggressive investment techniques that include leveraging, which magnify gains and losses and can result in greater volatility in value and be subject to aggressive investment risk and price volatility risk. ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing.
Mutual Funds Important information about a mutual fund is contained in its simplified prospectus. Please obtain a copy from your Investment Advisor and read it carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund specific simplified prospectus or the fund facts before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation (CDIC) 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.
Mutual fund rate of return disclosure The rate of return that may be provided on this website is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rate of return are the historical annual compounded total returns including changes in share or unit value and reinvestment of all dividends and distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.
Labour Sponsored Investment Fund Labour Sponsored Investment Funds (“LSIF”) are not guaranteed, their value changes frequently and past performance may not be repeated. Availability and amounts of tax credits are subject to certain conditions and are generally subject to recapture, if shares are redeemed within eight years.
Restricted share terms disclosure Restricted shares have rights that differ from those attached to an issuer’s common shares and that holders of restricted shares receive material sent to holders of common shares.
No Reliance on Forward-Looking Statements This Site and linked sites may include forward looking information about the operations, objective and expected financial results of certain entities. Such statements are inherently subject to uncertainties arising from a variety of factors, including but not limited to, legislative or regulatory changes, competition, technological developments and global economic and financial conditions. You acknowledge and understand that actual results, performance or achievements could differ materially from any future results, performance or achievements that may be expressed or implied by such forward-looking statements and you will not unduly rely on such forward-looking statements.
Investing involves risk. Equity markets are volatile and may increase or decrease in response to economic, political, or other developments. Fixed-income securities are sensitive to interest rate movements. Diversification may not protect against market risk.
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Changes to Terms and Conditions Worldsource Wealth Management Inc. reserves the right, at any time, to change, modify, alter, or update these Terms and Conditions, and you agree to be bound by such modifications, alterations or updates. Such changes, may be given by any means including, but not limited to, posting on the Site or by electronic or conventional mail. You agree to regularly review the Terms and Conditions posted on this Site and be aware of such revisions. Your use of this Site constitutes your agreement to follow and be bound by the terms as changed. If at any times these Terms and Conditions are no longer acceptable to you, you should immediately cease all use of this Site.
INVESTMENTS ARE PROVIDED THROUGH WORLDSOURCE WEALTH MANAGEMENT INC., A SPONSORING DUAL-REGISTERED DEALER AND MEMBER OF THE CANADIAN INVESTOR PROTECTION FUND AND OF THE CANADIAN INVESTMENT REGULATORY ORGANIZATION. Please visit www.worldsourcewealth.com for further information.