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Our Advisors
All of our financial advisors are professional, friendly and dedicated to helping you to understand and make the decisions that will ultimately provide you with financial security for the rest of your life.
CEO, Perler Financial Group, Worldsource Financial Management Inc., Financial Planner
Harry Perler is the CEO and co-founder of Perler Financial Group, and offers over 25 years of dedication, experience, and knowledge in the financial industry. He has established himself in this profession based on a foundation of unparalleled financial planning skills, exhaustive industry resources, and above all else exceptional client relations. The combination of these three principles allows Harry to achieve his ultimate goal of guiding his…
Financial Planner, Isla Vancouver Wealth Management, Worldsource Financial Management Inc.
After several years of working as a professional musician, in 2006 Ivan began a career as a life insurance and investment advisor with a large Canadian Insurance company in Northern Ontario. Upon moving to British Columbia in 2008, Ivan worked in brokerage and banking and most recently, with a large Credit Union where he worked as a Financial Planner for seven years. Ivan holds a Bachelor of Music from the University of...
Financial Planner
Born and raised in Vancouver, Craig graduated from UBC and BCIT. After graduating with honours in Business Administration and Financial Management, he spent a number of years in the banking industry before becoming a Professional Certified General Accountant (CGA). He has successfully completed the BC Securities and Insurance Council of BC courses and licensing, and is a Certified Financial Planner (CFP)
Financial Planner
David was born in Hamilton and raised in Burlington, Ontario. After graduating with honours from Western University with a Bachelor of Arts Specialization in International Relations, David moved to British Columbia in 2013. David joins Perler Financial Group after working as a Financial Advisor with Scotia Bank. He has successfully completed the Investment Funds in Canada Course through the Canadian Securities Institute and is currently working…
Financial Planner
Kevin came to Perler Financial Group as a BCIT graduate in Architectural & Engineering Technology. Having worked as a Project Coordinator for a general contracting firm, his skillset grew in Project Management and Budgeting while assisting in the construction of two Old Age Care Facilities, a set of Dorms at UCFV and 14 story Low Income Housing Tower in Vancouver.
Financial Planner
As a Financial Planner, it is my objective to protect and grow your wealth and assist you in reaching your personal financial goals in the most tax and cost-efficient way possible. Having recently established my career, I can sympathize with how difficult it can feel to get started financially.