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.

Stefanie Larson ~ Administrative Assistant

Stefanie Larson

Stefanie joined Perler Financial Group Inc. in August 2007 as an Administrative Assistant. With her she has brought 10 years experience in customer driven environments.

Her educational background includes bookkeeping and accounting as well as the legal secretary diploma. Before joining the Perler team, Stefanie has worked in the optical and customer service fields where through the years she has learned the importance of building lasting client relationships.

As the Administrative Assistant her role includes directing calls and inquiries between clients and their financial advisor, and warmly welcoming clients into the office. Her other roles include: file preparation, bookkeeping and scheduling appointments.

Stefanie’s great organizational skills and friendly demeanor make her a great member of the Perler Financial team.

Email
Phone: 604.468.0888
Fax: 604.468.0887