David Olejnik

David Olejnik

Financial Planner

As a father and a husband I understand the difficult balance of family, work, and personal growth. Life does get busy and often times our finances become put off by the demands of our everyday lives. Setting a financial plan is something that has helped put my family on a track for success and this understanding is a driving factor in my dedication to helping you and your family.

As a Certified Financial Planner I look forward to helping you set goals, and create a plan to achieve them in the most tax and cost effective way possible. I will diligently communicate with you to make sure that your family’s needs are looked after. If there is anything you may need, be it related to financial matters or anything else, please do not hesitate to ask as it is my genuine pleasure to help you any way I can.

I gained experience in lending and investment planning during my time as an advisor at Scotiabank from 2013-2015. I’ve taken my knowledge and experience to new heights since joining Harry at Perler Financial Group. I hold the Certified Financial Planner (CFP) designation and I am currently working towards obtaining the Chartered Life Underwriter (CLU) designation. I take great pride in providing advice to my clients and therefore I am continuously educating myself to stay current with tax laws, investment markets, and financial products.

Raised in Burlington, Ontario, I attended Western University where I graduated with a Bachelor of Arts Honors Specialization in International Relations. After my undergraduate degree I moved to Vancouver in 2013 and began my career in the financial services industry. I worked as a financial advisor at a bank for three years before joining Perler Financial Group in 2015. In 2016 I married my lovely wife and in 2017 I became a father.

In my leisure time I enjoy many activities including golf, basketball, baseball, and tennis. I also enjoy going for hikes in the mountains with my wife and son, and our two dogs.

Email David
Phone: 604 468 0888
Fax: 604 468 0887

Education:

  • Certified Financial Planner (CFP)
  • Bachelor of Arts – BA

Associations & Organizations:

  • Financial Planners Standards Council (FPSC)
  • Advocis (Financial Advisors Association of Canada)