We have been dealing with Adrian Perera and his team since September 2005. Adrian has been an outstanding investment advisor for our family, managing our financial affairs as well as our sons. He is very professional and vigilant, never failing to advise us when markets do crazy and unexpected things like recently.

We have never failed to receive a call from Adrian for our bi-yearly review and he has consistently produced better returns than the benchmark indexes for our portfolio.

We find Adrian very responsive whenever we have questions or concerns about the financial world. We are not experts and rely totally on Adrian for advice.

We had split our holdings between another financial institution and RBC, but after reviewing the performance of our various holding we decided to consolidate all of our holdings under Adrian management and that has worked well for us. The fees are reasonable and we believe that we are receiving good value from Adrian and his team.

We would strongly recommend Adrian to anyone looking for an honest, dedicated and trustworthy investment advisor.

– Dominique & Nancy 

Back about 4 years ago through very good friends I was introduced to Adrian. Since our first meeting what has most impressed me, besides the fact that my portfolio continues to grow at a better than yearly average, is his continued efforts to not only keep me advised but to get my opinions on what he is doing and make me feel a part of the process.

My confidence in Adrians ability to look after my interests, and that of my family is without question and I would and do offer up Adrians name to anyone who asks if I know of a good financial planner

In closing Adrian is my E. F. Hutton and when he speaks I've learned to listen and I'm thankful to my friends who made the introductions.

– Bradley G 

We are Canadian investors living in We can certainly recommend Adrian Perera most highly as an investment advisor. For more than six years he has kept our portfolio in good shape with excellent performance.  He advises us regularly with accurate timely advice. At times we have requested him to arrange something for us, and it was carried out immediately. He has a conscientious, competent and reliable small team working for him.  We hope to continue working together with him.
– Evelyn and Albert