Our Holistic Approach to Financial Planning Secures Your Family’s Future
The 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.
Harry and David focus on you and your individual goals and needs when creating your personalized financial plan.
I absolutely love this company and would recommend it to anyone looking for financial opportunities and more.
Joie Kotylak, Retired Registered Nurse
This is the approach we’ll follow to help you keep the financial promises you’ve made to yourself and your family.
I’ve been a client of Harry’s company for over 20 years. Harry, David, and the staff are the best. They treat you like a long-time friend. He has given me some very solid returns over the years.
Kevin Augustine, Retiree
As part of the wealth management process, after reviewing your investment needs and objectives, your advisors Harry Perler and David Olejnik may refer you to other professionals for additional services including access to registered portfolio managers.
At present, Worldsource has a referral arrangement with Guardian Capital Advisors LP.
Set up a meeting and begin taking control of your financial future