Harry Perler, CFP, CLU
CEO, Perler Financial Group
Worldsource Financial Management Inc.
I am proud to introduce our professional and dedicated team members to you...
Executive Assistant to Harry Perler, CEO of Perler Financial Group
Josephine joined our firm in July 2002 as Executive Assistant to CEO, Harry Perler, with over a decade of experience in business administration. Her combined education and previous experience will provide the executive office with a reinforced level of excellence and efficiency within Perler Financial Group.
COO, Perler Financial Group
Laura Seekings, CFP, FMA - Financial Planner
Marketing & Admin Associate to Harry Perler
Stefanie has been part of the Perler team since 2007, bringing along with her 12 years experience in customer service environments.
As first impressions are of great importance when you walk into our office, Stefanie ensures the reception of our firm is run smoothly and efficiently. Our welcoming environment is greatly due to Stefanie’s warm disposition and genuine interest in our clients’ health and wellbeing. As such, don’t be surprised if Stefanie gets to know you by name, starts to memorize what you like in your coffee, and learns more about your interests when you come into our reception while waiting for your appointment.
Aside from being responsible of her domain of the reception area, Stefanie assists with helping Harry prep his files and assists other team members with a variety of administrative tasks. Stefanie’s sincere interest and willing to grow professionally within our firm, has enabled her to take on more of a role with assisting Anita Perler with the implementation of the marketing and special events Perler Financial Group Inc. hosts.
Stefanie’s keen nature and friendly demeanour make her a wonderful member of the Perler Financial team.
Administrative / Processing Clerk
Lisa joined Perler Financial Group in February 2010 as an Administrative Clerk (Trade Processing Clerk).
Her educational background includes Accounting and Business; she has an Accounting Management Diploma and a General Business Diploma. Prior to her employment at Perler Financial Group, Lisa worked for a Financial Institution for over 7 years as a Customer Service Representative. She also has over 4 years of accounting experience.
As the Administrative Clerk (Trade Processor), she processes all mutual fund transactions whether it be a purchase, redemption, switch, etc. Her other roles include reception relief and additional administrative responsibilities. She is a hard worker, is extremely organized, very detail oriented, and has a very pleasant demeanour, which makes her a valuable member of the Perler Financial team.
Outside the office, Lisa enjoys travelling, shopping and spending time with family and friends.
Phone: 604.468.0888, extension 31
Administrative / Marketing Assistant to Anita Perler
Ashley MacSorley has been on Harry Perler's team at Perler Financial Group since September of 2009. As a student at the University of Fraser Valley, Ashley has been with us on a part-time basis assisting with various administrative responsibilities. Her aptitude for detail, research and creativeness has created new opportunities working closely with Anita Perler on numerous Marketing and Special event projects. Ashley's warm disposition, ability to learn quickly, and competence to meet deadlines has made her a true asset to Harry Perler's team.
Outside of the office, Ashley has nearly completed her Bachelor's degree, enjoys horseback riding, soccer, and spending time with her family.
Phone: 604.468.0888, extension 30