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.

Harry Perler, CFP,

CEO, Perler Financial Group

Harry Perler

Mr. Harry Perler has over 20 years of Business Management behind his name, with the majority of those years working in the financial planning industry. Approximately 16 years ago, Harry had started his own Financial Planning firm, Perler Financial Group. Together with his wife & business partner, Anita Perler, Harry had built one of the most predominant Financial Planning firms in the TriCity area. His designation of a Certified Financial Planner, his Business Degree, his dedication to personalized quality service and having the privilege of working with "AAA" rated companies and companies who have been in existence for more than a century, has provided Harry's clients with the essential guidance to reach their financial goals and desires.

Harry has also been the recipient of many of his industry's top achievement awards. To name a few, he is a member of the Million Dollar Round Table (MDRT), President's Club, and has recently been acknowledged by Worldsource Financial Management Inc. (Mr. Perler's mutual fund dealer) as one of WFM's top achievers in Canada.

On a more personal note, Harry is an active Rotarian for the past 17 years. Harry is also past President of the Haney Rotary Club, and past board director of the Maple Ridge Community Foundation.

Email
Phone: 604.468.0888 Ext 32
Fax: 604.468.0887