Are you looking for a top advisor in Canada to support to help safeguard your financial future? Do you have a financial plan to help you meet your personal financial goals?
Over the last 30 years, Harry Perler and later joining his team, David Olejnik, both from Perler Financial Group has built a distinguished reputation as the top advisor in Canada with his mutual fund dealer. To find out more about how he can help you achieve your goals, please call at 604 468 0888.
Worldsource Financial Management’s top Financial Advisor in Canada.
For more than 30 years, we have been servicing families, business owners and professionals in Canada. Our Perler Wealth Management Process was developed and perfected by our founding Advisor, Harry Perler, over the last 25+ years. The Perler Wealth Management Process is our holistic approach to financial planning. We believe in individually tailored planning to help you and your family manage your finances during each stage of your life and reach your financial goals in the most tax and cost-effective way.
We are proud to be a top Canadian Financial Planner servicing our fellow Canadians.
Whether you are looking for acclaimed financial advisors in Canada to help you with tax planning, risk or asset management, or life insurance guidance, you will benefit from our experience, expertise and professionalism. We pride ourselves in offering a wide range of versatile services to help secure your financial future.
We are renowned for delivering premium standards of knowledge and ethics in the financial planning industry. Both our founder Harry Perler and lead financial planner David Olejnik hold the CFP designation providing qualified professional financial planning services.