Article Index

I find the following helpful regarding general information about knowing yourself, working with an advisor, & protecting yourself against fraud. Should you have any questions, please don't hesitate to contact me.

Know Yourself: This link takes you to It provides thoughts on helping you understand your Current financial status, Goals, Risk profile, and Investment Plan.

Working with an Advisor: This link takes you to It provides information on working with an advisor and the Relationship, Choices, Decisions, and more.

The Financial Planning Process: This link takes you to FPSC (Financial Planning Standards Council). This page provides information on what the Financial Planning Process looks like and what you can expect from a CFP (Certified Financial Planner) professional.

Investor Protection & Avoiding Fraud: This link takes you to It provides information on Avoiding investment fraud, Fraud among friends, Investment scams, Investor alerts, and Scam warning signs.

Avoiding Fraud: This link takes you to CSA (Canadian Securities Administrator). It provides information on Protecting your money, Investment fraud & the internet, Types of fraud, and more.


The following sites are also a great resource for additional information:

CSA (Canadian Securities Administrator): They have information for investors on -> Investing, Avoiding Fraud, Who to call, and more.

BCSC (British Columbia Securities Commission): They have information on -> Securities Law & Policy, News & Publications, Investor Information, Enforcement, and more. (BCSC's Investor Education program): They have information for investors on -> Being an informed investor, Working with an advisor, Following the market, Spotting investment scams, and more.

FPSC (Financial Planning Standards Council): They are the resource on Financial Planning and the CFP (Certified Financial Planner) designation. On the site you will find info on -> The Financial Planning Process, Choosing a planner, Questions to ask and more.

Harry Perler 131x150


Certified Financial Planner

Worldsource Financial Management Inc.


This email address is being protected from spambots. You need JavaScript enabled to view it.

Go to top