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 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.