Buckley Patterson Shaw Securities ®
Client Portal
Client Portal
Investment Management
Investment management designed for real life
We use a range of investment models applied within the context of a broader plan. Portfolios are constructed with an emphasis on real results, taking into account fees, tax considerations, behavioural discipline, and long-term alignment.

Investment decisions are made in context, not in isolation.
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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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Estate Planning
Estate planning that actually integrates.  
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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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