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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.

Insurance Products & Services

Independence

Perler Financial offers a wide variety of Insurance products. Our affiliation with a variety of Banking and Life Insurance companies enables us to provide you with a product you need, regardless of which company it is obtained from.

As Perler Financial Group is not bound to doing business with any one-product provider, our Associates can find the best product to suit your needs regardless of the company it is placed with.

Disability Insurance:

Without disability insurance, a serious injury or illness could become a truly devastating and costly experience. That’s why it is important to make sure you have the coverage you need to protect everything you’ve worked hard for- whether you are self-employed, a business owner, or an employee with limited benefits. Because we conduct business with companies of “AAA” rated standings, we are able to provide you with the best product to suit your need.

Business & Key Person Insurance:

Every business has at least one employee who everyone agrees is “priceless”. It makes sense to think about where you’d be without those employees, and insure against the unfortunate scenario of losing them. Few things in life are riskier than launching and running your own business. You needn't compound that risk by neglecting your business insurance needs. Protecting your business from financial disaster will not only preserve all your hard work and long hours, but it will also help you sleep better.

Life Insurance:

Some life insurance products can help meet your retirement and savings goals while providing peace of mind knowing the important people in your life will have financial security in the event of your death. Your Perler Financial Group advisor is able to provide you with important information on life insurance and the products offered, and because we are not bound to any specific product provider, we are able to find the best product to suit your needs.

Critical Illness Insurance:

More Canadians are surviving medical conditions that were once fatal. Critical illness insurance pays a lump sum upon diagnosis and survival of a covered critical illness. Benefits are payable when the insured has survived for 30 days after diagnosis.

Group pension –RRSPs & Insurance:

Doing business in today’s world demands that employers invest in their employees. Group benefits can help you attract and retain employees, and minimize the costs associated with high employee turnover.