Building an investment portfolio is one of the smartest ways to build your wealth. For many people, however, the sheer number of options and risk factors can feel intimidating. That’s where we come in. Through VantageOne Financial Corp, our Financial Advisory subsidiary, we will:

  • get to know you
  • understand your goals
  • determine your investment personality
  • create a plan
  • start building your wealth at a pace that works for your budget and timeline

The right investment products
We’ve got a wide range of investment products to ensure a diversified portfolio, including:

  • mutual funds
  • segregated funds

Contact us today 

Phone: 250-260-4513
Toll Free: 888-339-8328

DISCLAIMER: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus and/or Fund Fact sheet before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. *Mutual Funds and Segregated Funds are offered through Worldsource Financial Management Inc. Other Products and Services are offered through VantageOne Financial Corp. Worldsource Financial Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrants and is not responsible for any other business interests and activities undertaken by its Registrants or by VantageOne Credit Union/VantageOne Financial Corp. All information provided here is believed to be accurate and reliable, however, we cannot guarantee its accuracy and WFM will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.