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our investment solutions
Types of Investments & Services
Types of Investments & Services
With so many options available to you in the market, we take the time to understand your retirement goals and customize investments solutions for you. Whether you want simple investment advice, or a customized financial plan to fund your retirement, Worldsource Wealth Management Inc. & Bases Covered Insurance Services Inc. have the experience and expertise you require.
Types of Investments & Services
Types of Investments & Services
Types of Investments & Services
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- Guaranteed Investment Certificates (GICs)
- Term Deposits
- Financial Planning
Types of Accounts
Types of Accounts
Types of Accounts
- Registered Retirement Savings Plan (RRSP)
- Registered Retirement Income Plan (RRIF)
- Registered Education Savings Plan (RESP)
- Registered Disability Savings Plan (RDSP)
- Locked in RSP / Locked in Retirement Account (LIRA)
- Life Income Fund (LIF)
- Non-Registered Accounts (OPEN)
- Spousal Registered Retirement Savings Plan (SpRSP)
- Margin Accounts (MA)
- Separately Managed Accounts (SMAs)
- Tax Free Savings Account (TFSA)
- In Trust Accounts (ITA)
Various Prices
Types of Accounts
Types of Accounts
- $500,000 minimum of investable assets (existing clients exempt)
- $2,499 Comprehensive Written Financial Plans (for non-clients)
- $25 Trade Fees
- Fee Based or Commission Based Accounts available
- Guaranteed 25% reduction in your Advisory Fee for new fee based accounts. Proof of current Advisory Fee required.
- For Example: We can hold your exact same portfolio, but if your current Advisory Fee is 1.34%, we will charge you 1.0%. On a $1,000,000 account, that saves you $3,250 annually in fees alone. The savings over 15 years are nearly $50,000. What is your family going to do with an extra $50,000?
That's your advantage provided to our clients!
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Is your Advisor a CERTIFIED financial planner (CFP)?
Learn the benefits of working with a Certified Financial Planner (CFP)
In Canada, the CFP designation is provided through the Financial Planning Standards Council. An Advisor who has completed this designation is held to the highest level of competency and ethics. It is the industry standard.
Common Advisor Licenses Held in BC:
Investment Advisor through CIRO (Stocks, Mutual Funds, ETFs, etc.)
You can check your Advisor's status HERE
Mutual Fund Advisor through MFDA (Mutual Funds only)
You can check your Advisor's status HERE
Insurance Advisor through INSURANCE COUNCIL OF BC
You can check your Advisor's status HERE
See HERE for a list of 7 essential questions to ask your Advisor.
You can click the button below to check and see if your current Advisor is a CERTIFIED financial planner:
DISCLAIMER
Investments are provided through Worldsource Wealth Management Inc., sponsoring investment dealer and a Member of the Canadian Investment Regulatory Organization (CIRO) www.ciro.ca. Learn about advisors regulated by CIRO at AdvisorReport. Insurance and Income Tax services are provided as part of comprehensive
financial planning services through Bases Covered Wealth Management. Please visit www.basescovered.ca for further information.
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