The My Account’ function of this website is a secure password-protected area which provides you access to a current online statement of all your holdings under Worldsource Financial Management Inc.( WFM). If you are part of our individually managed account program it links you directly to the Guardian Capital Investor Portal. The online holdings reporting functions are managed by WFM and Guardian. WFM and Guardian do their best to maintain accuracy in online reporting, In case of any disagreement between the values shown online and those reported on official printed statements from the GIC or mutual fund issuer, the issuer’s record shall be taken as the correct one.
In exchange for the access to this function, you agree to keep your username and password confidential, and for your use only, and to report any possible loss, theft or misuse of the password to the Pelorus Wealth Management Associate you are working with.