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.

Marek Bragiel ~ Investment Funds Advisor

Marek Bragiel

Marek's Master's degree in business has provided him with the initial and solid base in the financial industry. The combination of his education, experience and precision to detail is a great attribute when he is designing a personal plan catering specifically to his clients' needs.

As with his team players of Perler Financial Group, Marek has the ability to utilize the vast amount of resources available to him. He has the advantage of obtaining products and services from a variety of investment and life companies. With such an advantage, he provides his clients with the products and services that cater specifically to needs of the client - regardless of which company the product is held with.

In addition to the attributes stated, Marek is a creative individual who uses financial products and tax laws to generate substantial tax savings strategies for his clients. His simple philosophy of "share with me what is important to you, and I will help you achieve that financial goal", has built the trust and recommendation of his client base. Marek always has his clients' financial well-being and interest at heart at all times.

Email
Phone: 604.468.0888 Ext 4370
Voice Mail: 604.878.4370
Pager: 604.801.1474
Fax: 604.468.0887