Investment Products

Segregated Funds

Segregated funds are professionally managed investment vehicles offered through life insurance companies. They are becoming an increasingly popular alternative to mutual funds and other investment products. By definition, the investments of a segregated fund are kept and managed separately from the general assets of a life insurance company. Like a mutual fund, investment returns are derived from an underlying basket of securities. They can offer you and your client's unique benefits over mutual funds.

Benefits of segregated fund investing:

  • Guarantee of principle at maturity
  • Guarantee of principle at death
  • Estate Planning
  • Probate by-pass
  • Creditor protection

The Gryphin Advantage Inc. has a powerful line-up of segregated funds so you can be assured to be competitive in helping your clients achieve their desired financial success.

Mutual Funds

The Gryphin Advantage is proud to be affiliated with Worldsource Financial Management one of Canada's largest independent mutual fund dealers. Worldsource Financial Management supports the innovative and entrepreneurial approach that independent advisors bring to their professional practice.

We position ourselves to be your strategic partner, providing the tools, services and support required to enable you to concentrate on enhancing your client relationships and building your business profitably. Worldsource is committed to delivering innovative technology, market-leading administrative tools, as well as timely and relevant proprietary research.

Worldsource Financial Management is committed to delivering:

  • Service standards developed with your practice in mind
  • Innovative technology through WorldPort
  • Market-leading administrative tools & support
  • Timely and relevant proprietary research through Market Watch
  • On-going technical training with in-branch sessions and conferences
  • On-line videos and guides
  • Diversified product shelf
  • Compliance support
  • Full securities access
  • Open contract
  • In-house self-directed plan administration
  • Fully subsidized transfers
  • State-of-the-art back office including:
  • Electronic order entry
  • Automated reporting
  • Fully consolidated statements for all types of portfolio holdings
  • Integrated financial planning software
  • Dedicated IT support facility
  • More about Worldsource Financial Management

Additional products and services provided through The Gryphin Advantage Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus 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. Worldsource Financial Management Inc., sponsoring mutual fund dealer. Additional products and services provided through Gryphin Advantage.

All information provided is believed to be accurate and reliable; however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. 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. 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 The Gryphin Advantage Inc. Worldsource website

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.; other Products and Services are offered through The Gryphin Advantage Inc.


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