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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.

Harvest Day 2010

Thank you to everyone who joined us for Perler Financial Group's Harvest Day 2010.
Another successful event!

We thoroughly enjoyed seeing all the smiling faces, and of course all the little ghosts, goblins and princesses.
All the costumes were wonderful!

In addition to all the fun activities everyone enjoyed, your support of the annual gently used coat drive
filled up a van full of donated coats to those less fortunate. Kudos to all of you for contributing to this endeavour!
The people from Salvation army were overjoyed at the amount of coats donated & wish to pass along their thanks to everyone.

A special thank you also goes out to Karen and her team at Amber Light Photography.
They did a beautiful job in creating wonderful portraits during Harvest Day.

To see more of Amber Light Photography’s beautiful and talented work, be sure to visit their website at www.amberlightphoto.com

 

Once again, thank you for joining us for Harvest Day 2010!
We look forward to sharing in this event with you again next year!