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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. 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

  • 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

  • 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!