Vancouver Financial Planning Services - Perler Financial - Worldsource Financial Management

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.

Perler Vancouver Financial Planning Services - CMG Worldsource – British Columbia, Canada

Kudos

December 2009

A special THANK YOU to all of you who had participated in this year's FOOD DRIVE!

Please read on to see what Heather Scott, Director of Development for SHARE Family and Community Services had to say:

On behalf of SHARE Family and Community Services I want to thank you and your clients for your generous contribution of 635 pounds of food for the SHARE Food Bank. The demand at the Food Bank has jumped by 40% this year. Every two weeks we are providing 1,000 families with some food relief and 45% of our recipients are children. There is no public funding for our Food Bank and we rely on the generosity of the community to provide food to those who ask for assistance. Thank-you for helping families that are struggling to make ends meet. Thank you for dedicating your Christmas event to helping others.

To learn more about SHARE, visit their website at: http://www.sharesociety.ca/

A SPECIAL THANKS FOR THE SUCCESS OF THE 2009 HARVEST DAY COAT DRIVE!

Thank you to all of you who went out of your way to bring gently used coats to our coat drive on October 24th. Thanks to your support so many less fortunate people will be staying warm this Winter. Needless to say, the Salvation Army is so very thrilled with the success of this endeavor. Thanks again for making such a positive difference in someone else's life!

Thank you AGAIN for your Generosity!

We would like to thank all of you who attended our Movie Screening event on Nov 29, 2008 and participated in our food drive. With your generosity, we collected 20 boxes to donate, totaling 738lbs of food!

This undoubtedly will help the many local less fortunate families who rely on these services.

We once again thank you for your participation in lending a helping hand to our community!

Thank YOU for Your Generosity!

We would like to send out a warm thank you to our clients for your selfless donations. Your involvement in this years Harvest Day coat drive made it possible for us to drop off a generous amount of coats to The Salvation Army. Without the support of people like you, so many people would go without the basics. With your help we gave some of the less fortunate a helping hand, through these difficult months. We continue to look for ways to be of service to our community, thank you for your participation in doing so.

Congratulations to Katie Hines!!

Katie recently participated in the 29th annual 24 Hour Relay for the Easter Seals with her team, The Bobbleheads. Katie’s team raised over $47,000 to send children with disabilities to camp this summer! Katie’s team was once again the top fundraiser at the relay and are going to be able to help send 20 kids to camp!

Good work Katie!!!