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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.

Craig Perler ~ CFP, CGA, BA

Craig Perler

Born and raised in Vancouver, Craig graduated from the University of British Columbia and British Columbia Institute of Technology.

After graduating with honours in Business Administration and Financial Management, he spent a number of years in the banking industry before becoming a Professional Certified General Accountant (CGA). He has successfully completed the BC Securities and Insurance Council of BC courses and licensing, and is a Certified Financial Planner (CFP).

Craig's extensive technical training and knowledge goes far beyond most of his peers in the Financial Planning Industry.Craig's desire to work with families and make a difference in their lives led him to the Financial Planning Profession and continues to motivate him and shape his career. He joined Perler Financial Group in 1997 and continues to provide sound financial advice to his clients.

Craig's friendly character, passion and commitment to his clients' success make him an invaluable resource to the people he works with and our firm.

On a personal note; Craig resides in Maple Ridge with his wife Sarah, his two daughters, and his son. Craig is a member of The Canadian Institute of Financial Planning.

Email
Phone: 604.468.0888 Ext 43
Fax: 604.468.0887