Buckley Patterson Shaw Securities ®
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Client Portal
Estate Planning
Estate planning that actually integrates
We coordinate closely with your accountants, lawyers, and other advisors to help ensure estate planning is practical, aligned, and consistent with the broader financial picture.

Insurance, trusts, and corporate structures are used intentionally — tied back to the plan, the family, and long-term objectives.
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Other Services

Comprehensive wealth management designed around your life.

From financial planning to investment management and estate strategy, we provide integrated solutions that evolve with you over time.
Financial Planning
Financial planning as a decision framework.
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Investment Management
Investment management designed for real life.
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Multi-Family Office Services
Family enterprise, governance, and stewardship.
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Reach our Rothesay office

Connect with our team to discuss your financial situation and explore how structured, planning-first wealth management can serve you.

Worldsource Wealth Management Inc. is a member of the Canadian Investor Protection Fund (www.cipf.ca) and the Canadian Investment Regulatory Organization (CIRO) (www.ciro.ca), and is the sponsoring dual-registered dealer for Buckley Patterson Shaw Securities. Please click here to view CIRO AdvisorReport  (Canadian Investment Regulatory Organization)

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