Top Financial Advisor in Canada

Worldsource Financial Management’s top Financial Advisor in Canada

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 30+ 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 financial advisor in Canada 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.

Our Products & Services

Our top financial advisor in Canada provides a wide variety of investment products and services directed to suit your personal needs

Top financial advisor in Canada

  • Registered Retirement Savings Plan (RRSP)
  • Group Registered Retirement Savings Plan (GRSP)
  • Tax-Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Open / Non-Registered Accounts
  • “In trust for” Accounts
  • Corporate Accounts

To learn more visit our Services page , or please contact us.

Contact

For more information about our top financial advisor in Canada, you can either call our  team at 604 468 0888 or fill out our online form . We will be more than happy to speak with you.