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 2008
	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

October 2006	July 2006
In this Issue: Getting the Most Out of Your RESP October Quarterly Draw Winner Market Report Mortgage Refinancing Mortgage Rates	In this Issue: Making the Most of Your Charitable Donations July Quarterly Draw Winner Fun in the Sun! Mortgage Renewal Mortgage Rates

April 2006	January 2006
In this Issue: Tax Deductions Frequently Missed Eight Ways to Cut Your Taxes April Quarterly Draw Winner Tax Deductions Cont’d Making Your Mortgage Tax Deductible Mortgage Rates	In this Issue: 2005 RRSP Primer Happy New Year January Quarterly Draw Winner Funding your RSP Contribution Refinancing to Pay off Debt Mortgage Rates

Mutual Fund Dealership

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