Worldsource Investor Net

Worldsource Investor Net is a web-based financial tool we are able to offer to our clients. This system provides online access to your financial holdings, offering a consolidated view of assets held through Worldsource Financial Management. Click on the link above and follow the easy self-enrolment or contact your mutual fund advisor for assistance.

E-Statements

Enrol now for electronic delivery of your client statements. You will receive notification, by email, from Worldsource each time your quarterly statement becomes available to view online. Go Green by not having a paper statement generated! Online statements are safe and secure. Your confidential information will never be lost in the mail.

Mutual funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Valley-Wide Financial Corp.
 

Click Here for Investor Net