Adrian Perera, B.B.M
Senior Portfolio Manager & Investment Advisor
Professional advice for conservative investors
Adrians mission is to empower investors with the ability to achieve their long-term financial goals. Through understanding and education we will help you define your investment objectives and implement a plan to achieve them with one goal in mind your financial success.
Whether you are looking for a balanced investment portfolio, growth, or a plan that generates income, Adrian will work with you to tailor individual services to meet your needs and objectives.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Plan for comfort: Adrian assists in administering your portfolio while generating income to support your lifestyle
Plan for growth: Adrian can produce a customized portfolio to maximize performance of financial assets and minimize tax liability.
Plan for security: Adrian can tailor a sound program to protect the initial capital and produce a satisfying income.
Plan for retirement: Adrian can create a worry-free retirement plan based on professional RSP/RIF advice
Testimonials
"Adrian has been an outstanding investment advisor for our family, managing our financial affairs as well as our sons."
"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."
"For more than six years he has kept our portfolio in good shape with excellent performance."
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.