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Changes are coming to 
Worldsource Financial Management, November 9, 2026

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Upcoming Changes to Worldsource Financial Management

As you may know, Coast Capital partners with Worldsource Financial Management as its investment dealer. In November, Worldsource Financial Management will transition their back-office support functions — such as trading and settlement — to Aviso Correspondent Partners. At the same time, Worldsource Financial Management and Worldsource Securities Inc. will merge to form a single dealer: Worldsource Wealth Management.

These changes will not affect your investments or the trusted relationship you have with your advisor. Member investments and portfolio value will remain unchanged through this transition. 

What to expect

A new name

Worldsource Financial Management Inc. will become Worldsource Wealth Management Inc. You will also notice Coast Capital Wealth Management will show as Coast Capital Investment Management. 

A new Investor Portal

Worldsource is introducing an easy-to-use portal, with enhanced features and real-time investment information. Members will receive simple instructions from Worldsource to complete a one-time registration and login. Look for an activation email the week of November 9th, 2026 from noreply@wwm-communications.com

A new mobile app

Worldsource is launching a mobile app to allow members to securely access their portfolio anytime, anywhere, from their mobile devices. Once members register for the new Investor Portal, they will be able to access the new mobile app. 

New account number(s)

Worldsource will automatically issue new account numbers and statements for members. These new account number(s) will appear in the new Investor Portal and on future account statements. 

Worldsource statements

As part of the transition, members will receive two statements for the last quarter (October–December) to reflect the transfer:  

  • Final Worldsource Financial Management statement showing a transfer-out equal to portfolio value. 
  • First Worldsource Wealth Management statement showing a corresponding transfer-in, equal to portfolio value.

Member FAQs

We know you may have some questions. We’ve collaborated with Worldsource to provide these answers we hope you find helpful. We’ll continue to update these FAQs as the transition progresses.

If members are registered and have logged in to their account the past year, they can expect an activation email from Worldsource the week of November 9th, 2026. If you do not receive an email, your advisor can assist you with the registration process for the Investor Portal.

After registering for the new Investor Portal, members can download the new mobile app and sign in using the same credentials. Download instructions will be included in the activation email.

Worldsource will assign new account numbers the week of November 9th, 2026, and members can find their newly assigned account number(s) in the new Investor Hub — or they can check with their advisor. New account number(s) will also appear in member’s December 31, 2026 statement which they will receive in January 2027.

Members can visit Worldsource’s website to file a complaint or provide feedback.

The name of your current advisor appears on top right corner on the first page of your current statement. If you are unable to located your advisor’s name, you can call our Advice Centre for assistance in finding your advisor.

Call toll-free in North America: 1.888.517.7000 

Metro Vancouver: 604.517.7000 

Or Greater Victoria: 250.483.7000.

Our team of experts are available M-F, 6AM-8PM PT, Saturday, 8AM-8PM PT or Sunday, 8AM-6PM PT.

Worldsource Financial Management Inc.

Mutual fund dealer service and segregated fund administration are managed by our trusted partner at Worldsource Financial Management Inc. Worldsource is a leading independent dealer services provider. Their expertise allows us to provide better products and services, online account access and reporting.

Worldsource View is a tool that allows members to view and monitor investments online, anytime, anywhere, plus the convenience of printing your statements.

Go to Worldsource View
Go to Worldsource Investor Hub
Coast Capital Investment Management and Worldsource Wealth Management wordmark logos Coast Capital Investment Management and Worldsource Wealth Management wordmark logos

Coast Capital Investment Management and Worldsource Wealth Management

Our Investment Management offering is a level of securities registration that allows our Financial Planners to provide a broader range of investments to meet the needs of our members with a higher level of assets.

Worldsource Wealth Management Inc. (WWM) is a full-service dual-registered dealer and a member of the Canadian Investment Regulatory Organization (CIRO) and Canadian Investor Protection Fund (CIPF).

WWM has served Canadian investors for over 15 years through their partnerships with a network of seasoned industry professionals, focused on providing exemplary financial advice. Learn more by reading the CIRO advisory Report.

Connect with us

Coast Capital Investment Management and Worldsource Wealth Management

Our Investment Management offering is a level of securities registration that allows our Financial Planners to provide a broader range of investments to meet the needs of our members with a higher level of assets.

Worldsource Wealth Management Inc. (WWM) is a full-service dual-registered dealer and a member of the Canadian Investment Regulatory Organization (CIRO) and Canadian Investor Protection Fund (CIPF).

WWM has served Canadian investors for over 15 years through their partnerships with a network of seasoned industry professionals, focused on providing exemplary financial advice. Learn more by reading the CIRO advisory Report.

Connect with us

Operating under the trade name, Coast Capital Investment Management, investments are provided through Worldsource Wealth Management Inc., a full-service dual-registered dealer and a Member of the Canadian Investor Protection Fund and of the Canadian Investment Regulatory Organization.

Coast Capital Savings Federal Credit Union provides advice and services related to deposit, loan and mortgage products. Coast Capital Wealth Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides investment and financial planning services. Coast Capital Financial Management Ltd., a wholly owned subsidiary of Coast Capital Savings Federal Credit Union, provides advice and service related to segregated fund contracts, annuities and life insurance products in Alberta, British Columbia, and Ontario. Mutual funds are offered through Worldsource Financial Management Inc. Securities brokerage products are offered through Worldsource Wealth Management Inc. Both Worldsource Financial Management Inc. and Worldsource Wealth Management Inc. are members of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO) and 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. Please visit www.worldsourcewealth.com for further details. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.