WDS is permitted to act with discretionary investment authority for our clients’ accounts. It does not perform any type of brokerage function. Nor does WDS maintain custody of any funds, securities or other property for its clients.


WDS uses National Bank Correspondent Network (NBCN) for brokerage and other financial resources, and so it acts as the custodian of clients’ assets. NBCN is a division of NBCN Inc. NBCN Inc. is a subsidiary of National Bank Financial Inc., an indirect, wholly owned subsidiary of National Bank of Canada.

All separated managed accounts are held in client name at NBCN. NBCN provides trade execution, clearing and settlement, custody of cash and securities, and preparation of confirmations, tax documents and account statements.

As part of the NBCN service, clients have Canadian Investor Protection Fund (CIPF) loss coverage. Read more about eligibility and the limits of the coverage in Here’s One Aspect of Investing You Don’t Have To Worry About. Account value is not covered by Canada Deposit Insurance Corporation or any other government deposit insurer.

NBCN My Portfolio+ offers secure online access to account information anytime and anywhere. You may go paperless with trade confirmations, statements and tax slips.

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