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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

Anita Perler has been in the finance industry for nearly 20 years. Upon completing her Business Education, Anita had worked a number of years in the banking industry (Investments and Business accounts). Having upgraded her education in the Insurance and Investment Funds industry, she then took the next step in joining forces with her husband in starting the expansion of "Perler Financial Group".

As a COO of Perler Financial Group Inc., Anita's primary roles involve Corporate Relations and supervision of the overall operations of the firm. Perler Financial Group Inc. continues to thrive as a result of Anita's precision for detail and excellence in client relations and company procedures.

On a more personal note, Anita enjoys a very fulfilling life with her life partner, Harry, of more than 19 years. Together, with their daughters, she resides in Maple Ridge, BC. There, she is continually involved in various community events. Anita is the past Chair of the Ridge Meadows Hospital Foundation Annual Fundraising Gala, and has recently accepted the appointment of the Chair for the 2009 BC Disability Games.

 

Email
Voicemail: 604.467.7008
Phone: 604.468.0888 Ext 7008
Fax: 604.468.0887