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

Newsletters

January 2012	October 2011
In this Issue: Your RRSP Checklist for 2012 Cont'd RRSP mistakes costly if you don't know the rules 9 ways to improve your personal finances in 2012	In this Issue: Putting Market Volatility into Perspective Critical Illness Insurance Family Trust can be an educational building block

April 2011	January 2011
In this Issue: Decisions, decision.. cont'd. Value Investing Exploiting Market Behaviour Top 10 ways to reduce your tax bill	In this Issue: Value Investing cont'd. Life... and death decisions Make the best use of your RRSP refund

October 2010	July 2010
In this Issue: Segregated Funds cont'd. Bonds Explained Retirement Money Matters	In this Issue: Strategies for the Sandwich Generation cont'd. Selling Assets or Selling Shares Dollar Cost Averaging

April 2010	January 2010
In this Issue: Estate planning cont'd. The perils of joint ownership Give the Gift that keeps on Giving	In this Issue: FAQs about the Tax Free savings account cont'd. Savings for your retirement

July 2009	October 2009
In this Issue: Proposed Changes - Canada Pension Plan E-Newsletter Home Renovation Tax Credit Mortgage Rates	In this Issue: Common mistakes made in Transferring Wealth September 2009 Market Commentary Tis the Season

April 2009	January 2009
In this Issue: Universal Life Insurance Income Splitting Opportunities Important Tax Dates Accountant Jeans Day for Kids Breaking up With Your Mortgage Mortgage Rates	In this Issue: Market Terms The New Tax Free Savings Account Reminder - RRSP Thank You for your Generosity Pro-Active Approach to Selling your Home Mortgage Rates

October 2008	July 2008
In this Issue: Beat the Tax: Year End Planning Tips Beat the Tax Cont’d Ask an Expert: Manulife GIFs Quarterly Draw How to Impress Home Buyers Mortgage Rates	In this Issue: Critical Illness and Your Financial Plan July 2008 Quarterly Draw Winner! Real Estate Fraud is Real

April 2008	January 2008
In this Issue: 2008 Federal Budget Highlights April 2008 Quarterly Draw Winner! Buying US Vacation Homes	In this Issue: RRSP or Capital gains? Why not both? January 2008 Quarterly Draw Winner! Using your RRSP for Home Ownership

October 2007	July 2007
In this Issue: 2007 Year End Tax Planning Mortgage Market Calm	In this Issue: 2007 Halftime Report Ask the Expert: Insured Annuities Mortgage Rates: What to do

April 2007	January 2007
In this Issue: Dont Miss Out on the Latest Tax Credits Important Tax Dates Quarterly Draw Winner Protecting your Assets Mortgage Rates	In this Issue: New Tax Changes Give Seniors Relief Quarterly Draw Winner Using your RRSP for Home Ownership New Strategic Alliance Mortgage Rates

Mutual Fund Dealership

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