Harry Perler

Financial Advisor
Harry Perler Financial Advisor | Worldsource Financial Management Inc. CEO &

David Olejnik

Financial Advisor
David Olejnik Financial Advisor David Olejnik

Anita Perler

COO & Co-founder | Perler Financial Group
Anita Perler COO & Co-founder | Perler Financial

Leslie Marsden

Operations Manager
Leslie Marsden Operations Manager Leslie Marsden

Laura Seekings

CFP, CLU, FMA, CPCA, Financial Planning Department Head
Laura Seekings Financial Planning Department Head Laura

Kevin Kinrade

QAFP, Financial Planner
Kevin Kinrade Financial Planner Kevin Kinrade

Christine Lee

Executive Assistant
Christine Lee Executive Assistant Christine Lee

Stefanie Larson

Administration Assistant
Stefanie Larson Administration Assistant Stefanie

Kelsie Perler

Digital Marketing Assistant
Kelsie Perler Digital Marketing Assistant Kelsie

Tyla Seekings

Admin / Digital Marketing Assistant
Tyla Seekings Admin / Digital Marketing Assistant Tyla