Harry Perler & David Olejnik
Your Wealth Management Experts

We implement a process which we refer to as the Perler’s Wealth Management Process. Our founding advisor, Harry Perler, had developed this process over the past 20+ years perfecting the balance of customized service, planning, investment opportunities and risk management.

Perler’s Wealth Management Process is a holistic strategy to help professionals, business owners, and other high net worth individuals manage their financial matters in each stage of their life and reach their personal financial goals in the most tax and cost effective way.

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Harry Perler & David Olejnik
Your Wealth Management Experts

“Our relationship with you is unique and personal”
We implement a process which we refer to as the Perler’s Wealth Management Process. Our founding advisor, Harry Perler, had developed this process over the past 20+ years perfecting the balance of customized service, planning, investment opportunities and risk management.

Perler’s Wealth Management Process is a holistic strategy to help professionals, business owners, and other high net worth individuals manage their financial matters in each stage of their life and reach their personal financial goals in the most tax and cost effective way.

About Harry Perler, founding adviser

Harry Perler’s genuine passion is an unwavering desire to help people. His role as a financial advisor holding designations of a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Executor Advisor (CEA) and Certified Professional Consultant on Aging (CPCA) combined with his decades of experience in the financial industry, has provided him with the tools and knowledge to fulfil his passion by helping his clients meet their personal financial goals in the most tax and cost effective way.
It is with these tools and knowledge that he has spent years perfecting a process which encompasses a holistic approach to Wealth Management. His sophisticated approach involves a full understanding of the clients’ needs and goals, customized planning illustrating investment and risk management opportunities, ongoing monitoring of the plan and constant communication with the client. This process we refer to as the Perler’s Wealth Management Process is the foundation of how Mr. Perler conducts his business at Perler Financial Group and is embraced by the advisors and support team working closely with him.

About Harry Perler

Our Advisers

View More: http://mattkennedy.pass.us/perlerfamily
Harry Perler
CFP, CLU, CEA, CPCA, Financial Planner

Harry is the CEO and co-founder of Perler Financial Group, and offers you over 25 years of dedication, experience, and knowledge in the financial industry.

Harry has established himself in this profession by using a foundation of unparalleled financial skills, exhausting industry resources, and, above all else, possessing exceptional client relations.

The combination of these three principles allows Harry to achieve his ultimate goal of guiding his clients to their personal and financial goals in the most cost and tax efficient ways possible.

View More: http://mattkennedy.pass.us/perlerfamily
David Olejnik
CFP, BA, Financial Planner

David was born in Hamilton and raised in Burlington, Ontario. After graduating with honours from Western University with a Bachelor of Arts Specialization in International Relations, David moved to British Columbia in 2013. David joins Perler Financial Group after working as a Financial Advisor with Scotia Bank. He has successfully completed the Investment Funds in Canada course through the Canadian Securities Institute and holds the Certified Financial Planner (CFP) designation.

Wealth Management

– Introduction to Wealth Management

– Why Work With A Certified Financial Planner?

– Services Provided For Your Financial Future

– Calculators

Client
Experience

– Six Step Financial Planning Process

– Our Commitment To You

– Creating Your Asset Allocation Plan

– Insurance Solutions

Insurance
Solutions

– Reasons to Have Life Insurance

– Personalized Insurance Quotation & Definitions

– Quick Insurance Needs Estimator

– Insurance Calculators