Harry Perler

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

David Olejnik

Financial Planner
David Olejnik Financial Planner 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

Christine Lee

Executive Assistant
Christine Lee Executive Assistant Christine Lee

Stefanie Carano

Administration Assistant
Stefanie Carano 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

Lisa Lyles

Admin / Digital Marketing Assistant
Lisa Lyles Admin / Digital Marketing Assistant Lisa