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 Securities Inc.
is the sponsoring investment dealer and a member of the Investment Industry Regulatory Organization of Canada (IIROC) 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 Securities Inc.
is the sponsoring investment dealer and a member of the Investment Industry Regulatory Organization of Canada (IIROC) 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 advisor really understand you?
Is he or she 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 advisor really understand you?
Is he or she 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
Thanks to our secure digital customer portal, you have convenient access to view your portfolio and 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 where your goals evolve as you move through transitions.
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 it the asset continuum.
Wherever you are, we’re there 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 THE 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
CLICK HERE
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 THE 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
CLICK HERE
Welcome to Alpha Distinction Securities of Worldsource Securities Inc.
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.
No warranties.
The contents of this Site are provided “as is” and to the extent available only, without warranty of any kind, either express or implied.
Worldsource Securities Inc.
does not warrant that the information contained in or accessible through this Site is accurate, complete or current.
While every effort is made to keep this Site current, there is no guarantee that the information contained in this Site is current, accurate or complete, and it may be changed at any time.
Changes in the information, products or services described in this Site may be made without updating this Site to reflect such changes.
Furthermore, Worldsource Securities Inc.
does not warrant that the functions contained in this Site will be uninterrupted or error-free, that defects will be corrected, or that this Site or the server that makes it available are free of viruses or other harmful components.
Opinions expressed. The views and opinions expressed in this Web site are those of the authors or editors, and are not necessarily those of Worldsource Securities Inc.
No offer, no advice. THE INFORMATION OR DATA CONTAINED IN THIS SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY.
THE INFORMATION CONTAINED IN THIS SITE IS NOT INTENDED TO PROVIDE SPECIFIC ADVICE WITH RESPECT TO YOUR PERSONAL INVESTMENT SITUATION, NOR IS IT INTENDED TO PROVIDE ADVICE ON ANY SPECIFIC FINANCIAL, LEGAL, ACCOUNTING, TAX, TRADING OR INVESTMENT MATTERS, AND SHOULD NOT BE RELIED UPON FOR SUCH PURPOSES.
IN NO EVENT SHALL THE INFORMATION OR MATERIALS CONTAINED IN THIS SITE BE CONSIDERED A RECOMMENDATION OR OFFER TO BUY OR SELL, OR A SOLICITATION OR OFFER TO BUY OR SELL, ANY SECURITY, BOND, MUTUAL FUND OR OTHER FINANCIAL INSTRUMENT OR PRODUCT, OR AN INVITATION TO PARTICIPATE IN ANY PARTICULAR TRADE OR INVESTMENT STRATEGY.
MANY OF THE FINANCIAL PRODUCTS, SERVICES AND INSTRUMENTS MENTIONED ON THIS SITE INVOLVE SIGNIFICANT RISK, AND YOU SHOULD NOT ENGAGE IN ANY TRANSACTION WITHOUT FULLY UNDERSTANDING THE RISKS INVOLVED.
YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE ACTING ON ANY INFORMATION OR MATERIALS PROVIDED ON THIS SITE.
IF YOU RELY ON ANY INFORMATION OR MATERIALS PROVIDED ON THIS SITE, YOU DO SO AT YOUR OWN RISK.
No offer, solicitation or sale of U.S. products. THIS INFORMATION IS NOT TO BE CONSTRUED AS AN OFFER TO SELL OR A SOLICITATION TO BUY ANY SECURITY OR ANY PRODUCT BASED ON SECURITIES OF THE UNITED STATES OR ANY OF ITS TERRITORIES OR POSSESSIONS.
Leverage risk. Buying securities with borrowed funds involves greater risk than buying them with cash.
If you borrow funds to purchase securities, you have an obligation to repay the loan and pay the interest required by the terms of the loan, even if the value of the securities you purchased declines.
Leveraged or inverse leveraged ETFs. ETFs may be exposed to high-risk investment techniques that include borrowing, which increases the magnitude of gains and losses, and may result in greater volatility in their value, as well as being subject to high investment risk and price volatility.
ETFs are not guaranteed, their values change frequently and past performance is not indicative of future returns.
Please read a fund’s prospectus before investing.
Mutual funds. Important information about a mutual fund is included 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 transactions.
Please read the Fund’s simplified prospectus before investing.
Mutual funds are not guaranteed or 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 fluctuate frequently and past performance may not be repeated.
Workers’ Investment Funds (FIT). Labour Sponsored Investment Funds (“LSIFs”) are not guaranteed, their values change frequently and past performance is no guarantee of future results.
The availability and amounts of tax credits are subject to certain conditions, and are generally subject to recapture if units are redeemed within eight (8) years of purchase.
Forward-looking statements are not reliable.
This Site and linked sites may include forward-looking statements about the operations, objectives or anticipated financial results of certain entities.
Such statements are inherently subject to the uncertainties associated with various factors, including, but not limited to, legislative or regulatory developments, competition, technological developments and global economic and financial conditions.
You acknowledge and understand that actual results, performance or achievements may differ materially from any future results, performance or achievements that may be expressed or implied by such forward-looking statements, and you agree not to place undue reliance on such forward-looking statements.
Local laws. Some products or services mentioned on this Site may not be available everywhere.
Products and services may only be sold through companies or individuals licensed in the locations where the products may be sold.
Any products or services that may be mentioned on this Site are subject to the terms of the applicable law governing them, and are available only in those provinces and territories of Canada where they may be lawfully offered for sale.
Worldsource Securities Inc.
makes no representation that this Site and its Content are appropriate or available for use in any [autre] location.
Those who choose to access this Site do so on their own initiative and are responsible for compliance with local laws, if and to the extent local laws are applicable.
Third-party links. References to third-party goods or services found on this Site do not imply their recommendation or endorsement.
This Site may contain links to other third-party Web sites.
We provide these links only as a convenience.
The inclusion of any link does not imply endorsement or approval by Securities Inc. of the linked Web site, the third parties named therein or their products or services.
Your linking to any other Web site is at your own risk, and Securities Inc.
is not responsible for the availability, accuracy or reliability of any such linked Web site or any content contained on or accessed through any such linked Web site.
Changes to Terms and Conditions. Worldsource Securities Inc.
reserves the right to modify, alter or otherwise update these Terms and Conditions at any time, and you agree to be bound by such modifications, alterations or updates.
Such changes may be made in any manner, including, but not limited to, posting on the Site itself, or by electronic or regular mail.
You agree to regularly review the Terms and Conditions posted on this Site and to keep yourself informed of any such revisions.
Your use of this Site constitutes your agreement to follow and be bound by the Terms as modified.
If at any time these Terms and Conditions are no longer acceptable to you, you should immediately cease using this Site.
Worldsource Securities Inc.
is the sponsoring investment dealer and a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).