Services Provided For Your Financial Future

Financial Management

-Mortgage and debt analysis

 

-Cash flow analysis

 

-Cash flow projection

 

-RRSP/Leverage Loans

 

-Regular reviews

Asset Management

-Portfolio/ pension adjustment

 

-Diversified product offering

 

-Retirement/ education/ savings

 

-Re-positioning/ re-balancing

 

-Regular reviews

Tax Planning

-Tax analysis

 

-In depth personal tax planning

 

-Business tax planning

 

-Regular reviews

Risk Management

-Life insurance (term and permanent)

 

-Critical illness & disability

 

-Long term care

 

-Other

 

-Regular reviews

Retirement Planning

-Retirement income assistance

 

-Assessment of objectives

 

-Retirement expenses analysis

 

-Retirement cash flow projection

 

-Regular reviews

Estate planning

-Estate planning

 

-Wills and power of attorney

 

-Charitable giving

 

-Business succession

 

-Regular reviews

Life Transition Planning

-Eldercare issues

 

-Workplace transitions

 

-Healthy living

 

-Referral to other professionals

 

-Regular reviews

Engagement Process

-Deep client discovery

 

-Client action plan

 

-Regular status reports

 

-Consistent communication

 

-Proactive problem solving

Concierge Service:

  • Coordinate with other professionals such as your attorneys and accountants
  • Hold regular meetings and ensure that all planning is well coordinated and implemented
  • Maintain copies of documents such as insurance policies, estate planning and legal documents and tax returns

Other services that Harry Perler and David Olejnik might use for your personalized financial plan, are:

  • Wealth accumulation
  • Employee benefit plans
  • Business continuation plans
  • Charitable giving plans
  • Education savings plan