Enhanced service and technology capabilities position
Worldsource Securities for accelerated growth
TORONTO, June 24, 2020 /CNW/ - Today, Worldsource
Securities Inc. ("Worldsource") is pleased to announce they have
selected Fidelity Clearing Canada ("Fidelity") to provide clearing
and custody services. Commencing later this year Fidelity will act
as the carrying broker for Worldsource.
Worldsource, a subsidiary of Guardian Capital Group, is
committed to enhancing its digital ecosystem--connecting
independent investment advisors, as well as corporate wealth
management entities, with a comprehensive and robust dealer
platform designed to enhance their businesses and facilitate
relationships with their clients. Today's announcement, and
the associated partnership with Fidelity, accelerates Worldsource's
mission to be the leading service provider and dealer platform for
wealth management advisors.
"We remain focused on continuing to develop and integrate best
in class technology, with a clear understanding of the evolving
wealth management environment and our commitment to innovation,"
said Anthony Messina, President and
CEO, Worldsource Securities Inc. "After weighing all the
options available to us, it was clear that Fidelity's level of
innovation, flexibility and commitment to service was the right
choice to allow us to deliver the advisor and client experience we
are committed to."
As part of the partnership, Fidelity will provide Worldsource
with access to Fidelity's industry leading uniFide™ advisor
platform along with their recently launched proprietary digital
onboarding platform uOpen. "Worldsource has demonstrated a
strong commitment to provide advisors and their clients with best
support and experience available, so we are extremely pleased they
have selected Fidelity to partner with to make this happen," stated
Stephen Cosburn, VP, Sales and
Relationship Management for Fidelity Clearing Canada.
"Fidelity's focus on delivering world-class technologies and
solutions to Worldsource Securities and their advisors makes
this an exciting partnership," says Joel
Bernard, Head of Sales and Relationship Management at
Fidelity Clearing Canada. "We look forward to working with them as
they begin to fulfil their accelerated growth plans."
About Worldsource Securities Inc.
Worldsource Securities Inc. (WSI) is a full-service investment
dealer and a Member of the Investment Industry Regulatory
Organization of Canada (IIROC) and
CIPF (Canadian Investor Protection Fund). The firm is a wholly
owned subsidiary of Guardian Capital Group Limited, a diversified
financial services firm founded in 1962. It is a publicly traded
firm listed on the Toronto Stock Exchange (TSX: GCG; GCG.A).
For more information about Worldsource Securities Inc., please
visit www.worldsourcesecurities.com .
About Guardian Capital Group Limited
Guardian Capital Group Limited is a diversified financial
services company founded in 1962. Guardian provides institutional
and private wealth investment management services; financial
services to international investors; services to financial advisors
in its national mutual fund dealer; securities dealer; and
insurance distribution network; and maintains and manages a
proprietary investment portfolio. Its Common and Class A shares are
listed on the Toronto Stock Exchange (TSX:GCG) (TSX:GCG.A), and
Guardian is currently celebrating 50 years as a listed company. To
learn more about Guardian, visit www.guardiancapital.com.
About Fidelity Clearing Canada
Fidelity Clearing Canada provides clearing, custody and trade
execution services to Canadian registered broker/dealers and
Portfolio Managers. FCC helps clients thrive by enhancing their
operational efficiency and supporting the growth of their
businesses, driving confidence, clarity and results. For more
information, please visit
https://clearing.fidelity.ca
SOURCE Fidelity Clearing Canada ULC