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.

Who is Perler Financial?

Perler Financial Group clientele consists of business owners and professionals of both small and large operations, in addition to retired and salary based individuals of all income levels.

With the professional resources and associates available within our firm, Perler Financial provides financial planning services such as Estate Planning, Retirement Planning, Wealth Accumulation and Income Protection.

Perler Financial maintains working relationships with various types of financial institutions for products in Investments, Life insurance and Banking, thus enabling to provide you with the products which suit your needs. We take on the responsibility of providing you with a choice of products that will help you reach your own personal financial objectives in the most cost effective way.

Perler Financial's Commitment

Perler Financial Group is dedicated to working with its clients to understand their personal financial goals, develop sound financial strategies and create a successful plan to obtain those objectives. This will enable you as a client to achieve what is of greatest importance to you. Whether your objectives favour capital appreciation, income, or both, Perler Financial can tailor a program to fit your specific needs.