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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.

Jeremy Low ~ CFP, BBA

Jeremy Low

Jeremy has been in the Financial Planning business for the last 12 years. The first four were spent working exclusively for one family managing their wealth, which included a real estate portfolio, mortgage portfolio and development portfolio. Jeremy has spent the last 8 years as an independent financial planner with Perler Financial Group, and this past year as a partner.

Jeremy lives in Heritage Mountain with his wife, Kristy, who is a teacher in the district, and their three kids: Jacob, Madeline, and Jordan. Jeremy is actively involved in the community as a soccer coach, youth sponsor, and active member of his church.

• Partner, Perler Financial Group
• Bachelor of Business Administration (B.B.A.)
• Certified Financial Planner (C.F.P.)
• Member of MDRT (Million Dollar Round Table)
• Member of the Top Performers Club for Worldsource Financial Management
• Member of the Financial Advisors Association of Canada (Advocis)
• Member of the Young Tri-City Business Association (YTCBA)
• Member of the Tri-City Chamber of Commerce
• Co-Author of "Dying Well" & author of "Ask the Expert" in the Coquitlam Now.

Mission Statement

Helping families achieve financial security, and peace of mind through sound "values based" financial planning. My role is to effectively guide, and professionally educate clients on how to develop, implement, and commit to a holistic financial plan. I will continue to strive to exceed my clients' expectations in terms of service, communication, and advice as I help grow and protect their wealth for themselves and future generations.

Email
Phone: 604.468.0888 Ext 33
Fax: 604.468.0887