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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.

Laura Seekings, CFP, FMA - Financial Planner / Marketing & Admin Associate to Harry Perler

Laura Seekings

Laura is one of the newest members of Harry Perler's team; joining Perler Financial Group in late of 2009.

Laura holds two designations: Certified Financial Planner (CFP) and Financial Management Advisor (FMA). Before coming on board with Perler, she had been in the banking industry since 1991 and has been helping people with their financial planning since 2002.

Harry has known Laura for a number of years; since back in 1994 when she and her husband had owned a family restaurant in Coquitlam. Laura knows and understands the importance of excellent work ethics, great communication, client appreciation, and industry knowledge. Laura believes in building long-term relationships with clients and working with them to help achieve their goals by developing long-term strategies. These qualities with her friendly demeanor, combined with her education and professional experience, we know that Laura is and will continue to be a great addition to our team!

Laura assists Harry and Josephine in a number of areas. These areas include but are not limited to assisting with the Quarterly Newsletters, e-Newsletters, research and development, as well as numerous other areas. Don’t be surprised if you receive a phone call from Laura reminding you to book a time to get your financial plan updated with Harry!

Email: LSeekings@perlerfinancial.com
Phone: 604.468.0888, Extension 40
Fax: 604.468.0887