Harry Perler - CFP, CEO

harry_perler

Harry Perler, CFP

P: 604.468.0888

F: 604.468.0887
This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Include Me!

My clients regularly receive current information on the economy and other financial matters.  If you would like to participate in receiving such information, please call our office at 604.468.0888 or send us an email at expert@perlerfinancial.com with “INCLUDE ME” in the subject line
Home Products & Services
Products & Services PDF Print E-mail

Independence

Perler Financial offers a wide variety of Investments, Banking products, Income Protection and other financial products. Our affiliation with a variety of Investment, Banking and Life Insurance companies enables us to provide you with a product you need, regardless of which company it is obtained from.

As Perler Financial Group is not bound to doing business with any one-product provider; our associates can find the best product to suit your needs regardless of the company it is placed with.

A Sampling of Our Services

Retirement Planning

Wealth Accumulation

Education Savings Plans

Financial Planning

Estate Planning

Tax Planning

Risk Management Plans

Business Continuation Plans

Employee Benefit Plans

Charitable Giving Planning

Wills & Estates

Power of Attorney



 

A sampling of our Products

RRSP

RRIF

LIF

Mutual Funds

Segregated Funds

GIC

Annuities

RESP

Residential Mortgages

Life Insurance

Disability Insurance

Critical Illness Insurance

Business & Key Person Insurance

Group Pension RRSPs & Insurance

Individual Pension Plans

Stocks & Bonds

Wrap Accounts

Fee for Service