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Our advisors are independent professionals who have built their clientele on a strong foundation of one-on-one relationships. Worldsource Financial Management advisors work with each individual client to understand personal financial goals, develop sound financial strategies and create a plan to obtain results. Plans are created to meet investor needs whether those needs call for capital appreciation, income or both. Many advisors are insurance professionals and are certified financial planners or hold a similar designation.

Mutual Fund Dealership

Today, over 800 independent mutual fund advisors channel mutual fund transactions through our dealership, Worldsource Financial Management Inc.

A mutual fund dealer is a company that provides the trading compliance and administration of mutual fund transactions. Regulations require that all mutual fund purchases be provided through a mutual fund dealer. We have a compliance team on staff to deal with all regulators and the major fund companies to ensure that transactions and services provided are compliant with the regulations of these governing bodies.

However, as we continue to set the highest ethical standards for ourselves, operating with confidentiality and integrity, we offer more than just compliance. Worldsource Financial Management provides proactive training, operations and sales support, technically advanced business management and planning tools to benefit both advisors and investors. As well, mutual fund advisors have access to a full suite of securities through Worldsource Securities.

Anita Perler ~ COO

Anita Perler

As part founder of Perler Financial Group Inc., Anita Perler brings forth her business education and more than 20 years experience in the financial industry. Her role of Chief Operating Officer, involves corporate relations, in addition to the coordination and supervision of the overall operations of the firm. Her particular leadership, organizational skills and precision to detail contributes to the smooth efficiency of the day to day operations for Perler Financial Group Inc.

Anita is also responsible for the management and implementation of the marketing and special events Perler Financial Group Inc. hosts. Anita has been coordinating and chairing special events for more than 25 years, so you can be assured that should you be attending a Perler Financial Group Inc. client event, you are in for a treat!

On a personal note, Anita enjoys a very fulfilling life with her husband of near 20 years. Together they have two daughters; one still residing in Maple Ridge and attending high school, the other is attending university in Ontario.

Community involvement is also extremely important to Anita Perler. From her early days of being the VP of her Business club at college, through her years of volunteering in community events and with non-profit community groups, to her recent years of chairing the Ridge Meadows Hospital Gala, the Meadowridge School Gala and the Meadowridge School Golf Tournament, and the 2009 BC Disability Games, Anita continues to make volunteering a major part of her life. “I live with my husband and our daughters in a wonderful community which has so many like-minded individuals who volunteer so many hours of their time. I am so proud to be a part of this community and hope to continue giving back to the best of my ability in the years ahead.”

Email
Voicemail: 604.467.7008
Phone: 604.468.0888 Ext 39
Fax: 604.468.0887