Buckley Patterson Shaw Securities ®
Ultra-High Net Worth Families
Families focused on stewardship, not just efficiency
For families with significant wealth, technical solutions are expected. What matters more is governance, continuity, and preparing the next generation.
Our work focuses on keeping complexity organized and intentional — supporting family decision-making, culture, and long-term stewardship alongside the technical foundations.
Our 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.
Investment Management
Investment management designed for real life.
Estate Planning
Estate planning that actually integrates.  
Multi-Family Office Services
Family enterprise, governance, and stewardship.

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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