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  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Snow days are some of winters best days! Before h

  • You have two main options for transferring wealth. You can gift during your lifetime or bequeath on death. Many of you will do both. This article deals with gifting during ones lifetime. You may not b

  • LET’S FACE IT, YOU’D BE HARD-PRESSED to find someone who says they really look forward to buying insurance. As a result, more than six million households across the country acknowledge the

  • When you avoid emotional or impulse buying by focusing on the moment, the money you keep can help you realize your dreams. Stop us if this story sounds all too familiar… You make big plans to save for

  • Be sure to check out this weeks Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Davi

  • ­ Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. There are many places in Metro Vancouver to see

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Snow days are some of winters best days! Before h

  • You have two main options for transferring wealth. You can gift during your lifetime or bequeath on death. Many of you will do both. This article deals with gifting during ones lifetime. You may not b

  • LET’S FACE IT, YOU’D BE HARD-PRESSED to find someone who says they really look forward to buying insurance. As a result, more than six million households across the country acknowledge the

  • When you avoid emotional or impulse buying by focusing on the moment, the money you keep can help you realize your dreams. Stop us if this story sounds all too familiar… You make big plans to save for

  • Be sure to check out this weeks Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Davi

  • ­ Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. There are many places in Metro Vancouver to see

  • Just as you go to a doctor for medical advice, it’s wise to go to a professional for help with your financial plan. When you work with an advisor to help you develop your financial plan, you not only

  • Who should think about critical illness insurance? The answer is, most of us. It’s  not fun to think about how your life might change if you were diagnosed with a critical illness. Or even, if y

  • What is a spousal RRSP? A spousal RRSP is an RRSP that is opened by your spouse, but you contribute to it Your contributions are based on your contribution limit and you claim the tax deduction Your s

  • Be sure to check out this weeks Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Davi

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Come ride the Polar Express and visit Santa at th

  • If you check your phone right now we bet you have at least one of the following installed: a loyalty program app to collect points every time you shop, a social media app to stay connected with your f

  • As you get older, your health may decline to the point where you can no longer take care of yourself. By helping cover the cost of care, long-term care insurance protects you and your family. Chances

  • Its a lot to ask for; which is why naming the right executor is one of the most important (and challenging) elements of your estate plan. Select the right person, and your assets will be passed on smo

  • Be sure to check out this weeks Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Davi

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend.  Under the big top and sure to delight all ages i

  • Our November e-Newsletter is here! To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry or David.

  • Insuring your stay-at-home spouse can seem like a waste of money because he or she doesn’t earn a paycheque that would be lost if tragedy struck. Yet, if they died, you would be left scrambling

  • Naming a successor holder for your TFSA avoids extra stress at a sad time. It could be one of the kindest and smartest financial moves you ever make. A tax-free savings account (TFSA) is a great way t

  • Be sure to check out this weeks Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Davi

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. On the eleventh hour, of the eleventh day, of the

  • Time is money. It’s easy to put off investing. The common perception is that if you don’t have enough money to invest now, it’s better to contribute more later. But in fact, one of t

  • Critical illness insurance shouldn’t be confusing.  See how it works and how it can benefit you and your family. Watch the short video below and as always contact Harry or David if you have any

  • Becoming comfortable talking about money with your spouse can help you make the future brighter for your family. Here’s how to start. In bygone days, men typically brought home the bacon and women use

  • Be sure to check out this weeks Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Davi

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Cornucopia is the True North of food & drink

  • Your child may initially choose a post-secondary education path or career that doesn’t require a college or university degree. If you’ve been saving by investing in a Registered Education

  • Most of us don’t think of our income as our single biggest asset – but it is. Disability insurance is designed to protect it. Toronto freelance writer, Caroline Cakebread was in her early

  • Dollar-cost averaging has 2 advantages: It turns saving into a habit and it keeps you from trying to time the market. About 20 years ago, I arranged for a monthly deduction to be made from my bank acc

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. With the rainy weather upon us you may find yours

  • Our October e-Newsletter is here! To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry or David.

  • Life insurance is an important financial instrument in a business owner’s estate plan. Many issues can be effectively covered by life insurance, including payment of taxes due to capital gains, liquid

  • While the concept of achieving a balance between work and leisure has been traced back as far as the early 1800s, it wasn’t until the 1990s that the phrase “work-life balance” found its way into commo

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some ideas for the weekend. Halloween is right around the corner and there are lo

  • Four times a year we release our printed newsletter, Vested Interest, and mail it to our clients. We have posted it here on our blog for you to easily access. This quarter, we cover the topics of: Sta

  • Term life insurance offers simple and affordable life insurance protection. You get valuable coverage for a set period of time, along with plenty of options to meet your needs and budget. It provides

  • It is hard to believe that Fall has arrived. I trust you had a lovely summer and a wonderful time over the Thanksgiving weekend. We would like to take this opportunity to provide you our third quarter

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some ideas for the weekend. The weather is changing, and so are the road conditio

  • Finance Minister Carole James tabled the first budget of the new British Columbia provincial government on September 11, 2017. This updates the outgoing government’s provincial budget from February 21

  • Health benefits fraud is in the news again. Here’s why you should care about benefits scams, and what you can do to protect your coverage. Reports of sophisticated schemes to swindle huge sums of mone

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. We all have the ability and opportunity to cultiv

  • According to the Alzheimer’s Society of Canada, over 450,000 Canadians over 65 are suffering from Alzheimer’s or a similar condition that causes dementia and leads to mental incapacity. On

  • Personal health insurance  Critical illness insurance Disability insurance Long-term care insurance Here’s a quick way to compare their key features. Government health insurance doesn’t cover al

  • In today’s day in age we are continuously connected to the internet and are able to receive live updates from events happening all around the globe at a moment’s notice. The continuous negative headli

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. If you haven’t been to the Fort Langley Nat

  • Knowing you have enough money to pay for what you want—today and in the future—is one way to feel financial secure. It’s also one of the reasons many of us save, invest and insure our assets. Here are

  • Retirement is a milestone that many Canadians build towards for a large portion of their adulthood, making it a highly anticipated transition when the time finally comes. When preparing for that long-

  • Whether you’re confident or concerned about your company pension — or if you don’t have one — these tips will help you boost your retirement savings. Headlines about troubled company pension plans may

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. As summer turns to fall, we pack up our shorts &a

  • Our very own David Olejnik has written an insightful article for university students about scholarships. To read his article CLICK HERE. Be sure to share his article with the university students in yo

  • When buying life insurance, it’s important to take into consideration your annual income, debt and net worth. Life insurance is something you don’t buy for yourself — you buy it for the benefit of oth

  • Our September e-Newsletter is here! To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry or David.

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Love your beach and keep it safe! Kitsilano Beach

  • Usually we connect RSP’s with an immediate tax deduction, but the long-term benefits of accumulating assets in a tax-sheltered plan may be just as great as the short-term deduction. Your annual

  • The birth of your new little son or daughter signals a fresh beginning for your family’s financial security. Here’s what you need to know. The average cost of raising a child is the subject of some de

  • If you are nearing retirement or already there, you face a critical challenge. You have to rely on your pensions and savings to provide income. But you can’t know for sure how long you will need

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. For all the arts and theatre lovers check out the

  • Congratulations, you’re married. Now it’s time to tackle that other M word: money. Getting married is an exciting milestone. It also brings up that other big M word: money. Financial planning for coup

  • We take good health for granted—until we get sick. Even a minor health crisis can affect your own and your family’s financial well-being through limiting your ability to earn or having additional expe

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. There are so many fun family activities to enjoy

  • Thinking about handing over the reins to your business? These considerations will help you create an effective and tax-efficient succession plan. There are many benefits to being your own boss, both w

  • You’ve protected your family by buying life insurance, but you’re not done yet — you have to share the details with them. Do you remember those “set it and forget it” rotisserie infomercials? While bu

  • Compounding is often referred to as the “miracle” of the investing world. That is because investing even a small amount of money and keeping it invested over a long period of time has the potential to

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Have you been to a drive-in movie lately? A fun f

  • A registered retirement income fund (RRIF) is a common way to turn retirement savings into income. Here are some important facts you need to know. While most Canadians understand the importance of put

  • Term life insurance is a low cost option for obtaining life insurance. Depending on the carrier you choose, the term and options vary. Some terms are as low as a 5 year term, whereas some term coverag

  • Many women today are balancing several priorities: career, family, friends and other obligations. Often, investing gets lost in the shuffle, meaning women may not be ensuring that the money they’ve wo

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. YVR Chill Out – August 19, 2017 from 11-3pm

  • Estate planning is the process of planning what will happen to your assets at the time of your death. Estate planning is not always an easy topic to deal with, but having a thought-out plan in place i

  • Underwriting is a word you may see if you’re looking at buying insurance. Here’s what it means and how you could use it to save yourself some money. Have you ever looked into applying for an insurance

  • Our August e-Newsletter is here! To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry or David.

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Summer Night Concerts at the PNE – Don’t mi

  • If you want a financially secure retirement, you’ll need to think first about what you want it to look like, and then how you’ll pay for it. Preparing for a retirement is best looked at as running a m

  • Employer-sponsored benefit plans deliver more than just drug and dental coverage. The more you understand about these plans, the better. Government health insurance doesn’t cover all the average

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. THE ABBOTSFORD INTERNATIONAL AIRSHOW – Augu

  • Your new money may be from an inheritance, lottery winnings, long-term financial planning or finally closing that big deal. But with the perks of a financial windfall comes greater financial responsib

  • You may think divorce cuts the ties that bind, but if child or spousal support is involved, you’re financially united for richer and for poorer. While most divorcing couples focus on splitting assets

  • “Our relationship with you is unique and personal”  We implement a process which we refer to as The Perler Wealth Management Process. Our founding advisor, Harry Perler, had developed this proce

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Summer is the time to take your indoor workout ro

  • Kelly and her husband Anton* have merged — at least when it comes to their money. The Ontario couple have one joint chequing/savings account. Both partners’ pay cheques are automatically deposited to

  • Life insurance is designed to provide financial security to your loved ones when you die. When you buy a permanent life insurance policy, both the premium and benefit are typically guaranteed for the

  • Four times a year we release our printed newsletter, Vested Interest, and mail it to our clients. We have posted it here on our blog for you to easily access. This quarter, we cover the topics of: Wha

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback, CLICK HERE to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. A day at the beach with a picnic lunch, building

  • We hope you have had a good start to the summer and are looking forward to enjoying some warmer weather. We are writing with a brief market recap for the second quarter of 2017, which we hope will pro

  • Putting life insurance in place gives you piece of mind that your loved ones will be taken care when you are not around. Although you might want the coverage, certain circumstances could arise that ha

  • Our July eNewsletter is here! CLICK HERE to view this month’s eNewsletter. Be sure to contact Harry or David with any questions or comments.

  •   Be sure to check out this week’s Market Report: The Monday Morning Quarterback. CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perle

  •   Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Summer is berry picking season. Strawberri

  • Every month we distribute a newsletter aimed towards the Boomers and Seniors population; Maturity Matters! This newsletter features three articles relating to the body, mind, and spirit! If you are in

  • Understanding the difference between permanent and term life insurance will help you choose the protection you need – and prevent regrets in the future. How would you feel 20 to 30 years after buying

  • When it comes to your estate, failing to prepare a Will may save you legal fees in the short term, but could cost your family later. Dying without a valid Will is called “dying intestate,”

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  •   Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Summer isn’t complete without at lea

  • According to some studies, being married can be good for your health and even help you live longer. But did you know that it can also lead to a tax break? Contributing to your common-law or married sp

  • Everyone would like to imagine a future with perfect health. But the right time to plan for unexpected illness is when you’re healthy. Critical illness insurance can help cover the costs associated wi

  • The debate over whether to invest in a Registered Retirement Savings Plan (RRSP) or a Tax-Free Savings Account (TFSA) comes up every year. Both are excellent tools that allow you to shelter investment

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. July 1, 2017, marks Canada’s 150th anniversary. G

  • Canada Pension Plan benefits are going to rise, but you’ll probably need more than CPP for a comfortable retirement. To get there, start saving now. You might have heard that the Canada Pension Plan (

  • As a single parent, how do you ensure your children are financially protected if something happens to you? If you’re the sole earner and provider for your family, every dollar counts. Consider t

  • Naming your beneficiary is a big decision, yet most of us may give it little or no consideration at all. At some point in your life, you may have to buy a life insurance policy or you get a new job wi

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Splashing the summer away in an outdoor pool shou

  • Adult children have little knowledge about their parents’ finances. Here are seven ways to take charge. Talking about money with parents is rarely easy. In a recent Fidelity survey of 1,043 adult chil

  • Chances are you’ve never considered the potential costs of long-term care. But as you get older, the odds of your needing that care will increase. As time marches on, the onset of a chronic condition,

  • Looking to figure out how much you need to meet your retirement goals? You’ve decided you need to save for retirement by contributing to a registered retirement savings plan (RRSP) or your company pen

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. British Columbia has an abundance of wildlife, un

  • Have you been to many 50th birthday parties lately? As the peak of the baby boomers creeps closer and closer to the half-century mark, 50th birthday parties will be a more common occurrence across the

  • Our June eNewsletter is here! CLICK HERE to view this month’s eNewsletter. Be sure to contact Harry or David if you have any questions regarding the information in this eNewsletter.

  • Younger people may need critical illness protection more than life insurance… Most 20- and 30- somethings may not think a lot about insurance. If you are young, healthy and low on savings, you m

  • Losing a spouse through death or divorce can be an emotionally devastating experience. And yet it’s typically a time when many financial matters require your immediate attention.  To help avoid making

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. The 29th Annual Concord Pacific Vancouver Dragon

  • A Certified Financial Planner is recognizable by the abbreviation CFP following their name. This designation indicates that the individual maintains internationally recognized standards of knowledge,

  • LET’S FACE IT, YOU’D BE HARD-PRESSED to find someone who says they really look forward to buying insurance. As a result, more than six million households across the country acknowledge they don’t have

  • Every month we distribute a newsletter aimed towards the Boomers and Seniors population; Maturity Matters! This newsletter features three articles relating to the body, mind, and spirit! If you are in

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Looking for something to do for free in Vancouver

  • If you are nearing retirement or already there, you face a critical challenge. You have to rely on your pensions and savings to provide income. But you can’t know for sure how long you will need

  • These days, there are many different types of insurance designed to protect one of your biggest assets: Yourself. There’s life insurance, health insurance, long-term care insurance—some celebrities ev

  • Identity theft has become one of the fastest growing crimes in North America. There are a number of ways identity theft can happen.  CLICK HERE to read this full article from Dynamic Funds.

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. If you are like many people living in BC, you may

  • Looking for some easy to use online calculators to get a clearer picture for your investing and budgeting, visit our website’s calculator’s page.  CLICK HERE to access the calculators.  Be

  • A will is a necessary part of estate planning, but it’s less clear at what age a will becomes necessary. Even among experts, there’s no consensus on when you should draft your first will.  CLICK HERE

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • The May long weekend weather is looking great!  This is the first warm long weekend of the year and you best bet much of our population will be taking advantage of it. The highways are sure to have he

  • When you buy units of a mutual fund, you’re pooling your money with other investors. If you’re a small investor, this enables you to own a much wider mix of investments than you would likely be able t

  • Disability insurance You protect things you find valuable, such as your homes and vehicles, but what are you doing to protect your ability to earn a living? Disability insurance can provide you with f

  • Our April  eNewsletter is here! CLICK HERE to view this month’s eNewsletter.  Be sure to contact Harry or David if you have any questions regarding the information in this eNewsletter.

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. The May long weekend is just around the corner.  

  • How do you leave money to your children without it becoming a curse instead of a blessing? With help from professionals. For most of your adult life you’ve planned to leave an inheritance for your chi

  • Life insurance can be a crucial part of a financial plan that provides protection and security for your loved ones. In the tragic case of your death, life insurance proceeds may be able to help your f

  • Every month we distribute a newsletter aimed towards the Boomers and Seniors population; Maturity Matters! This newsletter features three articles relating to the body, mind, and spirit! If you are in

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Spring has sprung and many of us are eager to get

  • You’ve worked long and hard, you’re healthy and active, eager to pursue new interests, learn new things, and keep doing what you love most. But are you really ready to retire? A secure, en

  • Term insurance is a form of life insurance that gives you flexible, temporary protection for temporary needs.  Watch the video to learn more.  If you have any questions or comments, please be sure to

  • We implement a process which we refer to as Perler’s Wealth Management process. Our founding advisor, Harry Perler, has developed this process over the past 20+ years perfecting the balance of customi

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. We still have a few more days in April left, so b

  • When Harry and David first meet with a client, they are interested in learning about the level of investment knowledge and experience that client possesses. This is because they want to get an idea of

  • MOST 20- AND 30-SOMETHINGS may not think a lot about insurance. If you are young, healthy and low on savings, you may not feel that it is a priority, especially if you haven’t started a family.

  • Four times a year we release our printed newsletter, Vested Interest, and mail it to our clients. We have posted it here on our blog for you to easily access. This quarter, we cover the topics of: &nb

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. The 2017 TED Conference takes place in Vancouver

  • Term life insurance is a low cost option for obtaining life insurance. Depending on the carrier you choose, the term and options vary. Some terms are as low as a 5 year term, whereas some term coverag

  • The first welcome signs of spring are arriving and we can start looking forward to summer.  We hope you had a lovely Easter weekend! In reviewing the first quarter of 2017, financial markets in Canada

  • Don’t forget! Saturday, April 30th, 2017 is the tax payment deadline for your balance owing for 2016 personal income tax. Payments are made to the CRA. This deadline is for all personal income t

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Thinking about death and putting off planning your estate — one is difficult and the other is very easy. If they remain ignored, death or incapacity and the absence of estate planning can combine to c

  • You know about the facts of life. Here are the facts of life expectancy – what the difference between men and women can mean to your finances. CLICK HERE to read this very interesting article from Sun

  • Every month we distribute a newsletter aimed towards the Boomers and Seniors population; Maturity Matters! This newsletter features three articles relating to the body, mind, and spirit! If you are in

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Friday’s, we like to post some fun ideas for the weekend. This year, Easter falls on the weekend of April

  • Our April  eNewsletter is here! CLICK HERE to view this month’s eNewsletter.  Be sure to read the invitation regarding the Spring Seminar which will be taking place on Thursday May 4th.  Please

  • We are always on the look out for great articles to share with my readers. This is a very good one from Canada Life if you are a business owner. Most people think of only one or two reasons to purchas

  •   The federal government is moving ahead with extending employment insurance parental benefits to 18 months and is creating a new 15-week benefit for caregivers. The changes to parental benefits 

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Friday’s, we like to post some fun ideas for the weekend. The Vancouver Whitecaps 2017 season is underway,

  • Adult children have little knowledge over their parent’s finances. Fidelity has come out with seven ways that adult children can take charge! If you are interested in ways that you can help your elder

  • Everyone would like to imagine a future with perfect health. But the right time to plan for unexpected illness is when you’re healthy. Critical illness insurance can help cover the costs associated wi

  • If a disease such as alzheimer’s, which impact mental abilities, affects your parent, he or she may be unable to make decisions for himself or herself. Consequently, someone, usually a family me

  • The Liberal government has presented its 2017 federal budget. How will the proposed policy changes affect you? Watch Peter Bowen, Vice-President, Tax and Retirement Research, break it all down in our

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Friday’s, we like to post some fun ideas for the weekend. Western Canada’s largest and most anticipated in

  • Parents and young adults can benefit from being more frank about finances. Unfortunately, both the parents and the children can find the money saving talk to be a difficult one to have. Fidelity has c

  • Many of us are health conscious. An entire industry has been born out of our desire to eat better, be more physically fit and generally improve our wellbeing. These are all welcomed developments and h

  • The tax deadline is just around the corner, and we want you be as prepared as possible. Advisor to Client has come out with a great article that provides you with tax tips for your personal filings, s

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Friday’s, we like to post some fun ideas for the weekend. We noticed that there were many of you that were

  • Our March eNewsletter is here! Click here to view the eNewsletter and be sure to contact Harry or David with any questions you may have.

  • You are your most important asset when it comes to earning an income. We insure what we think matters most. But, your most important asset isn’t your home or car. It’s you. Critical illness insurance

  • Losing a spouse through death or divorce can be an emotionally devastating experience. And yet it’s typically a time when many financial matters require your immediate attention. To help avoid making

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Friday’s, we like to post some fun ideas for the weekend. For many school districts, Spring Break begins o

  •   Did you recently quit your job, get laid off or get asked to retire? Such events will affect your taxes. Click here to read up on what you should do for tax reporting. If you are in this situat

  • When faced with a disability, one of your main concerns will be maintaining your income while you are unable to work. Although you can draw on savings, insurance may be an important source of income.

  • Your email pings and you read this: “As part of our efforts to protect your account, it has come to our attention that your online banking profile needs updating. Simply click on the link below…

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perler or D

  • Every year thousands attend TED StanleyPark to listen to short, high-impact talks. All are inspired to take brave actions that move the needle toward a better world. Now you get the chance to attend t

  • Every month we distribute a newsletter aimed towards the Boomers and Seniors population; Maturity Matters! This newsletter features three articles relating to the body, mind, and spirit! If you are in

  • Your successful business depends on your people; a business continuation strategy using life and critical illness insurance. Click here to learn more about key person protection and creating a busines

  •   It’s no secret that you’ll likely to live longer than you expect – you could spend up to 30 years in retirement. That means you need to plan for extra expenses and health issues. If that

  • Be sure to check out this week’s Market Report: The Monday Morning Quarterback.  CLICK HERE to read the full report.  If you have any questions or comments, please be sure to contact Harry Perle

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Friday’s, we like to post some fun ideas for the weekend.  Looking for an activity to do with family

  • Job insecurity doesn’t have to mean financial insecurity. Click here for five great tips that will help you improve your financial health and plan for a brighter future. As always, contact Harry or Da

  • Life insurance is designed to provide financial security to your loved ones when you die. When you buy a permanent life insurance policy, both the premium and benefit are typically guaranteed for the

  • Baby Boomers are one of the wealthiest generations in history, and many of them are getting ready to kick back and enjoy retirement. Unfortunately, retirement isn’t looking as appealing as many of the

  • Visit Odysseo to watch a show that combines equestrian arts with stage arts, and is bound to get your heart racing. Shows are happening every day until March 5th under the Big White Tent in Olympic Vi

  • A spousal RRSP is an RRSP opened by your spouse, but you can contribute to it. Your spouse is the legal owner of the RRSP and makes all decisions pertaining to it, but the contribution amount is based

  • Critical Illness Insurance shouldn’t be confusing; it can actually benefit you and your family. Watch the video below to learn more about critical illness and be sure to contact Harry and David with a

  • We are very happy to announce that we have developed an app that you can load onto your iPhone or Android. Our new app is called PERLER WEALTH and you can obtain this free app in several different way

  • Every month we distribute a newsletter aimed towards the Boomers and Seniors population; Maturity Matters! This newsletter features three articles relating to the body, mind, and spirit! If you are in

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. Click here to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or Dav

  • Our February eNewsletter is here! Click here to view this months eNewsletter which has information on Management Expense Ratios, information on buying your first home, and RRSP’s! Don’t fo

  • This weekend marks the long weekend of Family Day in British Columbia. Monday, February 13th is a statutory holiday in British Columbia, and it’s the perfect time to get out and spend time with your f

  • Critical illnesses are more common than most of us would like to think. In fact, most of us have witnessed a family member go through a critical illness. Statistics like this make it easy to wonder –

  • There are some important financial dates and deadlines coming up that we want you to be aware of. Please note the following dates: RRSP Contribution Deadline: Wednesday, March 1st, 2017 All contributi

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback.  CLICK HERE  to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or D

  • Yes, you read that correctly. Vancouver has a festival purely for hot chocolate! Even better is that this festival is a fundraiser for the Downtown Eastside women’s job training program.  This festiva

  • To learn more about understanding the management expense ratio (MER), watch this very informative video provided by CI Investments.   If you have any questions regarding what you see and hear in

  •   You’ve agreed critical illness insurance is the right fit for your financial security plan, you’ve worked with your advisor to determine the right level of protection and you’ve completed your

  • When deciding whether to save in an RRSP or a TFSA, the choice is basically to pay the tax now, or pay it later. But there’s more to consider. Here’s something we’d all welcome – you unexpectedly rece

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback.  CLICK HERE  to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or D

  • Looking for a fun date night, a night out with friends, or just an excuse to try that restaurant you have always been interested in? The Dine Out Vancouver Festival runs from January 20th – Febr

  • Remember your first job? Whether you loved it or hated it, it probably taught you a lot. From money management to responsibility to discovering what you wanted (or didn’t want) to do with your life. Y

  • These days, there are many different types of insurance designed to protect one of your biggest assets: Yourself. There’s life insurance, health insurance, long-term care insurance—some celebrities ev

  • Contributions to your RRSP for the 2016 tax year are due on March 1st, 2017. To see how much you can contribute to your RRSP for the current year, refer to your Notice of Assessment, which can be foun

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback.  CLICK HERE  to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or D

  • Western Canada’s largest boat show is BACK at BC Place and Granville Island this weekend! The boat show runs from Wednesday, January 18th to Sunday, January 22nd and it has everything you could want f

  • Four times a year we release our printed newsletter, Vested Interest, and mail it to our clients. As per usual, we have posted it here on our blog for you to easily access. This quarter, we cover the

  • All life insurance is designed to help provide your loved ones with financial security when you die. One common type of life insurance is called term life insurance, meaning coverage will be in place

  • The end of the year is the perfect opportunity to sit down with your financial planner and set priorities for the New Year. Although we don’t know what the next day or month will bring, it’s always a

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback.  CLICK HERE  to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or D

  • Looking for a way to enjoy this abnormally cold weather that we have been getting here in British Columbia? Take in this classic Vancouver tradition and enjoy some old fashioned fun! The Robson Square

  • We would like to extend our best wishes to you and your family for a happy, healthy 2017 and to thank you for the opportunity to continue working with you as your financial advisors. The fourth quarte

  • Ninety-six per cent of Canadians believe that a disability could occur at any time. More than three quarters of Canadians also believe that missing three months of work due to a disability would cause

  •   Our January eNewsletter is here! Every month, we distribute an eNewesletter with articles of interest. Topics range from Financial Planning, to Tax Planning, Wealth Management, and more. Click

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback.  CLICK HERE  to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or D

  • Are you looking to eat ‘better’ in 2017 to improve your overall health? The Globe and Mail has come out with an excellent quiz that can test your knowledge and educate you on your health d

  • Be sure to read this months Maturity Matters newsletter, targeting the Boomers and Seniors population! This newsletter features an assortment of recipes, inspirational quotes, and healthy living tips

  • Deciding what to buy – term, permanent or universal life insurance – doesn’t have to be an either/or question. You might need more than one type. Term and permanent are two kinds of life insurance. Un

  • The New Year has finally arrived and we have income tax and RSP’s on our mind.  Here is a brief straight forward article about Retirement Savings Plans (RSPs).  Click here to take a read through the i

  • As the Holiday Season approaches, we are given the opportunity to reflect upon this past year. We think about those who have touched our lives in so many ways. We feel truly humbled by the unique and

  • The Holiday Season is an excellent time of year to spend time with family and friends. The only catch is that we often have to drive around Metro Vancouver, the Lower Mainland, and sometimes throughou

  • If you have never worked with a financial advisor, you may be wondering if working with a financial advisor is the right fit for you to achieve financial success. Curious as to what a financial adviso

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback.  CLICK HERE  to read the full report. If you have any questions or comments, please be sure to contact Harry Perler or D

  • Last week’s Friday weekend idea was so popular among our readers that we decided to have a similar post. This weekend idea is the “Top 10 Vancouver Christmas Events”. Looking for something to do this

  •   As the final weeks of 2016 draw to a close, most of us are focused on Christmas shopping, holiday parties and New Year’s festivities. However, this is also the time to implement any final tax s

  •   Putting life insurance in place gives you piece of mind that your loved ones will be taken care when you are not around. Although you might want the coverage, certain circumstances could arise

  • Every month, we distribute an eNewesletter with articles of interest. Topics range from Financial Planning, to Tax Planning, Wealth Management, and more. Click here to view the December eNewsletter!

  • Be sure to check out this week’s Market report – The Monday Morning Quarterback. Click here to view the report. If you have any questions or comments, please be sure to contact Harry Perler or D

  • Since our blog is full of wealth management and financial planning articles, we thought we would share with you something completely different — sharing with you some of our weekend ideas. Looking for

  • We all know someone that has been diagnosed with a critical illness. The repercussions that an illness takes on an individual and their family are life changing. Not only the stress of having to overc

  • Be sure to read this month’s “Boomer and Seniors” newsletter, Maturity Matters. Click here to view this newsletter. Please call Harry Perler or David Olejnik if you have any questions or comments.

  • Check out this weeks Market Update – The Monday Morning Quarterback. Click here to view the update. Be sure to contact Harry Perler or David Olejnik with any questions.

  • Since our blog is full of wealth management and financial planning articles, we thought we would share with you something completely different — sharing with you some of our weekend ideas. Brrrr…It’s

  • Thinking about death and putting off planning your estate — one is difficult and the other is very easy. If they remain ignored, death or incapacity and the absence of estate planning can combine to c

  • When it comes to the long-term health of Canadians, recent news has been mixed. On a positive note, we’re living longer – Canadians now have an average life expectancy of 81.7 years, an in

  • This past Saturday was a great day for the Perler Financial Group Client Appreciation Annual Movie & Food Bank Day! The rain did not stop the hundreds of attendees and more than one tone of food d

  • Be sure to check out this week’s Market report – The Monday Morning Quarterback. Click here to view The Quarterback. If you have any questions or comments, please be sure to contact Harry Perler

  • Since my blog is full of wealth management and financial planning articles, I thought I would share with you some fun ideas for the weekend. Check out the Vancouver Christmas Market for a wide variety

  • What are mutual funds? A mutual fund invests in a group of stocks, bonds, or other investments selected by a professional fund manager. When you buy units of a mutual fund, you’re pooling your m

  • Be sure to check out this week’s Market report – The Monday Morning Quarterback. Click here to view The Quarterback. If you have any questions or comments, please be sure to contact Harry Perler

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. Whistler is a beautiful place to vi

  • EVER NOTICE HOW MANY OF LIFE’S BIGGEST GOALS have some financial component? Sure, you can master a foreign language or run a marathon without making a significant financial commitment. But try buying

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. Farmers Markets are an excellent lo

  • Many events have effected markets in the past; however, over the long term, markets have historically bounced back. Investors who stayed the course increased their wealth – and as you can see, t

  • Every month I distribute an eNewesletter with articles of interest. Topics range from Financial Planning, to Tax Planning, Wealth Management, and more. CLICK HERE to view this month’s eNewsletter.

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. Now that Labour Day has come and go

  •   No one ever thinks they’re going to become partially or fully disabled during their working years, but one in six Canadians will be disabled for three months or more before the age of 50. As a

  •   Be sure to read this month’s “Boomer and Seniors” newsletter, Maturity Matters. CLICK HERE to view. Please call Harry Perler or David Olejnik if you have any questions or comments.

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. I came across this website which li

  • Long-term care insurance provides financial protection for you and your family to help cover the cost of care, if you can’t care for yourself. Check out this video from Sun Life. Should you have any q

  • EVER ASKED YOURSELF at the end of the month, “Where did all the money go?” If yes, consider these five sensible strategies to help you stop overspending and direct more cash into your savi

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. You know the summer is almost to a

  • When a loved one passes away and leaves an inheritance to you, you may be filled with a range of emotions extending from intense grief to relief that some of the financial pressures you face are about

  • We are always on the look out for great articles to share with my readers. This is a very good one from Canada Life if you are a business owner. Most people think of only one or two reasons to purchas

  • One of the most important things you need to determine when saving for retirement is how much money you will need to live on when you retire. Half a lifetime ago, my friends and I all seemed to be str

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. Only a few weeks left of summer, so

  •   You should review your estate plan every few years, especially if you’ve had a material change in your personal circumstances. Here are 10 questions to ask yourself. If you answer “yes” to any

  • Understanding the difference between permanent and term life insurance will help you choose the protection you need – and prevent regrets in the future. How would you feel 20 to 30 years after buying

  • Every month I distribute an eNewesletter with articles of interest. Topics range from Financial Planning, to Tax Planning, Wealth Management, and more. CLICK HERE to view this month’s eNewsletter.

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. Although this is technically not a

  • You are now making the transition to what may be the most rewarding and satisfying period of your life, retirement. Over the years you have no doubt had some pleasant daydreams about the pleasures of

  • If you’ve ever dreamed of owning a cottage, with summer weekends on a dock and the call of loons in the air, you’re not alone. Spending time at a cottage is a top priority for many Canadians – a

  • New rules beginning January 1, 2017, will impact the taxation of Canadian life insurance policies. If you’re considering changing your existing insurance policies or buying permanent insurance, you ma

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. Hiking is a big part of our famlies

  • Be sure to read this month’s “Boomer and Seniors” newsletter, Maturity Matters. CLICK HERE to view. Please call Harry Perler or David Olejnik if you have any questions or comments.

  • IT CAN HAPPEN TO YOU Though most of us know someone who has suffered from a serious illness, we don’t think it can happen to us. Sandra was one of those people, until she was diagnosed with lymphoma.

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some thoughts for this upcoming long weekend. If you are heading to

  • Getting hitched? Give at least as much thought to your registered investments as you do your gift registry. You’ll likely find that tying the knot provides some unexpected financial favours. Employee

  • If you need access to cash, you may be tempted to cash out your permanent life insurance policy. And while it won’t affect future insurability, there’s a tax hit if you surrender your policy prior to

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. If you are vacationing this weekend

  • I have recently come across this article called, “Six Strategies for Volatile Markets – When markets get choppy, it pays to have a plan for your investments, and to stick to it.” It’s a great re

  • Insuring your stay-at-home spouse can seem like a waste of money because he or she doesn’t earn a paycheque that would be lost if tragedy struck. Yet, if they died, you would be left scrambling to cov

  • Four times a year I issue a printed newsletter which I mail to my clients. I have posted it here for your perusal. This issue’s feature topics include: Three ways a Financial Advisor can add value Buy

  • Be sure to check out this week’s Market report: The Monday Morning Quarterback. CLICK HERE If you have any questions or comments, please be sure to contact Harry Perler or David Olejnik.

  • Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some fun ideas for the weekend. Today (Friday July 15, 2016), Poco

  • It’s hard to believe we are already well into summer but I hope you are taking advantage of the warm sunny days. Please take a moment and read through the quarterly update below. If you have any quest

  •   Blended families have long been familiar features of the Canadian landscape. But they can still create an extra challenge with estate planning. One of the most common difficulties is how to bal

  • Recently I came across this video from SunLife providing quick and clear information about what a mutual fund is. Your personalized financial plan may or may not include mutual funds. If it does, you

  • When your kids are young, it seems like postsecondary education is in the far-away future. But college and university are more important than ever, if we want our children to be successful. And yet th

  • Be sure to check out this week’s market report: The Monday Morning Quarterback. CLICK HERE to view. If you have any questions or comments, please do not hesitate to contact Harry Perler or David Olejn

  • It looks like we are in for a wet summer weekend. Since my blog is full of wealth management and financial planning articles Monday through Thursday, I thought I would share with you some ideas for fu

  • Every month I distribute an eNewesletter with articles of interest. Topics range from Financial Planning, to Tax Planning, Wealth Management, and more. CLICK HERE to view this month’s eNewsletter.

  • Be sure to read this month’s “Boomer and Seniors” newsletter, Maturity Matters. CLICK HERE to view. Please call Harry Perler or David Olejnik if you have any questions or comments.

  • Do you need to update your estate plan? You should review your estate plan every few years, especially if you’ve had a material change in your personal circumstances. Here are 10 questions to ask your

  • Be sure to check out this week’s market report: The Monday Morning Quarterback. CLICK HEREto view. If you have any questions or comments, please do not hesitate to contact Harry Perler or David Olejni

  • Life insurance can be a crucial part of a financial plan that provides protection and security for your loved ones. In the tragic case of your death, life insurance proceeds may be able to help your f

  • In an historic development, U.K. citizens have voted in favour of their country leaving the European Union (EU) by a slim margin of 52% to 48%. The news triggered a dramatic reaction on global financi

  • Be sure to check out this week’s market report: The Monday Morning Quarterback. CLICK HERE to view. If you have any questions or comments, please do not hesitate to contact Harry Perler or David Olejn

  • The financial world is complex – with myriad choices, complex terminology, and high stakes. Many people prefer a do it yourself approach, but partnering with a financial advisor has the potential to h

  • Life insurance is an important financial instrument in a business owner’s estate plan. Many issues can be effectively covered by life insurance, including payment of taxes due to capital gains, liquid

  • Be sure to check out this week’s market report: The Monday Morning Quarterback. CLICK HERE to view. If you have any questions or comments, please do not hesitate to contact Harry Perler or David Olejn

  • When it comes to estate planning, both you and your children can often benefit from discussing how, when and why wealth is going to be transferred. Once you’ve developed a well-drafted, comprehensive,

  • We all know someone that has been diagnosed with a critical illness. The repercussions that an illness takes on an individual and their family are life changing. Not only the stress of having to overc

  • Welcome to this week’s market up date, “The Monday Morning Quarterback”. CLICK HERE to view this week’s report. If you have any questions or comments, please be sure to contact

  • Here is a good article I came across from Sun Life Insurance. As an employer, I find more and more employees are not only concerned about salaries, but also whether there are benefits that are offered

  • Be sure to read this month’s “Boomer and Seniors” newsletter, Maturity Matters. CLICK HERE to view.

  • Be sure to check out this week’s market report: The Monday Morning Quarterback. CLICK HERE to view. If you have any questions or comments, please do not hesitate to contact Harry Perler or David

  • * Are you a business owner and fed up with increasing benefit premiums? * Do you feel that you pay a lot in premiums, and your employees are not claiming? * Are you incurring expenses that are not cov

  • Every month I distribute an eNewesletter with articles of interest. Topics range from Financial Planning, to Tax Planning, Wealth Management, and more. CLICK HEREto view this month’s eNewsletter.

  • Recently I came across this article from Fidelity Investments. It speaks simply on what its title states: Woman and Money: How to take charge. Five ways for women to help overcome a lack of confidence

  • Be sure to check out today’s market report: The Monday Morning Quarterback. Please CLICK HERE to read the report. If you have any questions or comments, please be sure to contact Harry Perler or

  • Term life insurance is a low cost option for obtaining life insurance. Depending on the carrier you choose, the term and options vary. Some terms are as low as a 5 year term, whereas some term coverag

  • Welcome to this week’s Market Report: the Monday Morning Quarterback. CLICK HERE to read this week’s market report. If you have any questions or comments, please be sure to contact Harry Perler

  • Life Insurance is instrumental when it comes to protecting your loved ones in the event of death. Life insurance is also a way to relieve some of the anxiety that family members may feel as they wonde

  • Welcome to the May 16 2016 Weekly Market Report. CLICK HERE to read the report, and if you have any questions, please be sure to contact Harry Perler or David Olejnik. CLICK HERE for our contact infor

  • Welcome to this week’s Market Report: the Monday Morning Quarterback. Please CLICK HERE to view the report. If you have any questions or comments, please be sure to CONTACT ME

  • The one major rule for managing your money the right way is “don’t spend more than you earn”. This principle sounds simple but is actually harder than we think to follow. Here are some tips to help yo

  • Be sure to read this month’s “Boomer and Seniors” newsletter, Maturity Matters. CLICK HERE to view.

  • Every Monday I post a market report, the Monday Morning Quarterback. CLICK HERE to view this week’s report. If you have any questions or comments, please be sure to CONTACT ME

  • Every month I distribute an eNewesletter with articles of interest. Topics range from Financial Planning, to Tax Planning, Wealth Management, and more. CLICK HERE to view this month’s eNewsletter.

  • Four times a year I issue a printed newsletter which I mail to my clients. I have posted it here for your perusal. This issue’s feature topics include: Volatility: What You Need To Know TFSA or

  • Welcome to this week’s Market Report: the Monday Morning Quarterback. Please CLICK HERE to view the report. If you have any questions or comments, please be sure to CONTACT ME Have a great week

  • Welcome to this week’s market report, the Monday Morning Quarterback. CLICK HERE to view. Should you have any questions or comments, please be sure to contact me. Please note, if you have not ha

  • When we think about our retirement plans, we tend to picture positive activities like travelling and spending more time with the people closest to us. If we’re in good health now, it can be difficult

  • For this week’s Market Report, the Monday Morning Quarterback, CLICK HERE. If you have any questions or comments, please be sure to CONTACT ME.

  • Each month I provide a new engaging and informative newsletter entitled, ‘Maturity Matters’ , specifically geared toward Boomers and Seniors. To read this month’s newsletter, please CLICK HERE.

  • Welcome to the first Monday in April. For this week’s market update, please CLICK HERE. If you have any questions or comments, please be sure to CONTACT ME. Have a great week.

  • Every month I distribute an eNewesletter with articles of interest. Topics range from Financial Planning, to Tax Planning, Wealth Management, and more. CLICK HERE to view this month’s eNewsletter.

  • Not quite sure what a mutual fund is, or how it works? This is an excellent document issued by Dynamic Funds which provides a good explanation about Mutual Funds. It also provides a glossary of common

  • I hope you had a wonderful Easter this past weekend. It’s hard to believe Spring is here! Please CLICK HERE to view this week’s March report. As always, if you have any questions or commen

  • The 2016 Federal Budget is now out. I have been receiving a number of articles pertaining to the budget from different investment and insurance companies. I believe this one from Fidelity provides a g

  • Do you have a plan for your Estate? Do you want your loved ones to receive what you plan to give them in a timely manner? Without proper estate planning, your loved ones could be losing their inherita

  • Good morning! Please CLICK HERE to read this week’s Market Report: the Monday Morning Quarterback. Please note that in celebration of Easter Monday, I will not be posting a market report next we

  • Meet Harry Perler Visit me on my website at www.HarryPerler.com

  • Crime Prevention Safety Tips Telemarketing Fraud “If it sounds too good to be true, then it probably is!” Use of the telephone for the sale of a wide range of services or products can be an effective,

  • Monday is here again. I hope you all had an excellent weekend. CLICK HERE to view this week’s Monday Morning Quarterback Market Report. If you have any questions or comments, please be sure to c

  • Every month I distribute an eNewesletter with articles of interest. Topics range from Financial Planning, to Tax Planning, Wealth Management, and more. CLICK HERE to view this month’s eNewslette

  • I’m always on the look out for great articles to share with my readers. This is a very good one from Canada Life if you are a business owner. Most people think of only one or two reasons to purc

  • Good morning. Welcome to the start of the week. To view today’s market report, the Monday Morning Quarterback, please CLICK HERE. Have a great week, and if you have any questions or comments, pl

  • Over the years the term “Financial Planning” has become more common; especially now that people are more aware of the importance of planning their financial matters. After all, “people don’t plan to f

  • Good morning. Each Monday morning I will be posting my Monday Morning Quarterback which will give you a market update on what is happening on a weekly basis. To view this week’s Monday Morning Q

  • As the end of February approaches, I thought I would take a quick moment to remind you of the upcoming important dates. RRSP Deadline This years RSP contribution deadline is Monday, February 29th, 201

  • Life insurance can be essential for anyone who has financial dependents. I can help you make informed decisions about the appropriate life insurance plans to protect your family and loved ones. In the

  • Welcome to my blog, “Your Wealth Management Expert”. I look forward to sharing a wealth of information with you on a weekly basis. Stay tuned for more information!