Wealth Management

When Harry Perler and David Olejnik provide recommendations and alternative solutions to incorporate into your financial plan and to meet your personal goals, they may recommend specific products and services. With access to a wide variety of banking products, income protection and other financial products, and affiliations with numerous financial institutions, Harry and David are able to provide unbiased recommendations on the right product for you.

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Introduction to Wealth Management

To put it simply, wealth management is the process that occurs when an advisor and a client consult to determine, and work towards, the financial goals of clients by using appropriate financial services and products.

When Harry and David meet with their clients they work together and put the needs and the wants of the client first. Financial advising, investment management, retirement, estate and tax planning, and insurance solutions, all are pieces put together to not only solve, but enhance, the financial situation of the client at the present time and for the future.

Why Work With A Certified Financial Planner?

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, skills, abilities and ethics in the financial planning industry. A CFP is held to standards that ensure the client’s financial future will be handled by a qualified professional who will always put the client’s interest ahead of their own.

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Services provided for your financial future

  • Financial management
  • Asset managememt
  • Tax planning
  • Risk management

  • Retirement planning
  • Estate planning
  • Life transition planning
  • Engagement process

Calculators

These tools and calculators are provided for information and illustrative purposes only. They should not be relied upon as a substitute for professional advice. The results are limited by the accuracy of the assumptions you make in providing the information used in these tools and calculators. You should seek financial advice from your advisor.

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