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.

Lavinra Joseph ~ Manager, Operations, Mortgage Consultant

Lavinra Joseph

Lavinra Joined our team in April 2000 as an Administrative Assistant for Perler Financial Group. With her, she brought over five years experience in client, hospitality, and retail services. Through continued education and her active involvement in the continued growth of the firm, she became the Operations Manager in 2003.

Lavinra’s primary role as Manager, Operations involves overseeing the overall operation of the firm (client relations, administration, human resources, etc.), marketing and corporate relations. Lavinra’s education includes Management Systems through the British Columbia Institute of Technology and is a recent graduate of the University of British Columbia Faculty of Commerce and Business Administration & Real Estate Council of British Columbia. With this recently gained knowledge, Lavinra will be spearheading the opening of a new mortgages division within Perler Financial Group.

On a more personal note, Lavinra resides in the Tri-Cities area where she remains active in physical fitness, golf, and enjoys traveling.

Email
Direct: 604.468.0815
Phone: 604.468.0888 Ext 6360
Fax: 604.468.0887