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  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Why not explore Pumpkin Patches & Corn Mazes

  • Keep yourself informed with so many aspects of the financial planning industry. Discover the best ways to financially care for your family and set them up for success by checking out the articles in o

  • It’s never too early to start planning for your retirement! Let’s chat!

  • Take a look at this week’s market report – MARKET CLOSE – 15/10/19, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questio

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Find out the best recipes and ideas to celebrate

  • Your health insurance protection may have many gaps that you are not aware of. This could leave you uncovered. Read the article below to see if you have the right health insurance. Be sure to get in t

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Why not explore Pumpkin Patches & Corn Mazes

  • Keep yourself informed with so many aspects of the financial planning industry. Discover the best ways to financially care for your family and set them up for success by checking out the articles in o

  • It’s never too early to start planning for your retirement! Let’s chat!

  • Take a look at this week’s market report – MARKET CLOSE – 15/10/19, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questio

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Find out the best recipes and ideas to celebrate

  • Your health insurance protection may have many gaps that you are not aware of. This could leave you uncovered. Read the article below to see if you have the right health insurance. Be sure to get in t

  • We provide a simple Life Insurance Quote Calculator for you which provides a personalized quotation based on your lifestyle. Visit the link below and research the best policy for you. CLICK HERE to vi

  • Read this weeks’ Market-Close report – 07/10/19, via the link below where we highlight the latest market figures and trends. If you have any questions, be sure to get in touch – 604

  • Find out what has been happening in the economy over the past month and be sure to contact us if you have any questions or comments.

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Vancouver hikes offer unrivaled scenery and offe

  • Naming your beneficiary is a big decision, yet many people are unprepared and leave the option blank or complete the section without really thinking it through. Find out how to avoid these common mist

  • Find out how to provide the best security for your loved ones by watching the link below.

  • Have a read of the last market report of the month! – MARKET CLOSE – 30/09/19, via the link below. Remember, we are always happy to answer any questions or queries you may have. Get in tou

  • Whether one believes to invest conservatively and the other invest aggressively. Opposing views might sound like trouble, but they may hardly present a problem, and can even work to each spouse’s adva

  • Keep yourself informed with so many aspects of the financial planning industry. Discover the best ways to financially care for your family and set them up for success by checking out the articles in o

  • It’s never too early to start planning for your retirement. Give us a call at 604 468 0888 to learn more!

  • Although we don’t like to think of ever having to use Critical Illness Insurance, watch the video below to find out why having the cover in place is so important.

  • Have a read of the last market report of the month! – MARKET CLOSE – 23/09/19, via the link below. Remember, we are always happy to answer any questions or queries you may have. CLICK HERE

  • Getting divorced or going through a separation can be a difficult and emotional time. Keep your finances in order when you’re dealing with a lot of change in your personal situation to help for the fu

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Visit Minnekhada Regional Park, a nature sanctua

  • Raising a teenager can be expensive, with annual costs rising steeply. Having a plan and budget can help you manage your costs and reduce stress. Take a look at the article below to find out more info

  • It’s not too late to plan for retirement, if you’re in your 40’s or 50’s now could be the perfect time to start planning. Get in touch today for more information.

  • Read this week’s Market Report – 16/08/19, via the link below. The report highlights the latest market figures and trends. If you have any questions, be sure to get in touch – 604 46

  • Need help with your mortgage? Whether you are buying a new home, renewing your mortgage, or refinancing, we can help. Filing credit applications with multiple banks and sifting through the various ter

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. If you’re looking for a family day out or to joi

  • Take a look at the article below to help you decide on which investment objective is the right one for you. If you have any questions, our team will be happy to help. CLICK HERE to read the article.

  • There are many reasons why having Life insurance in place is important, such as providing the right protection and security for your loved ones. Visit the link below to find out more information. If y

  • Have a read of this week’s market report! – MARKET CLOSE – 9/09/19, via the link below. Remember, we are always happy to answer any questions or queries you may have. Get in touch wi

  • Find out about the volatility of asset prices and what to do when markets are volatile. Take a look at our Youtube video below. *Subscribe to the Perler Financial YouTube Channel to be notified each t

  • Perler Financial is so proud and honoured to once again have had the opportunity to be a sponsor and participant in the annual fundraising event of the Founder’s Cup Charity Classic yesterday. It was

  • Do you feel up to date with the current market? Find out what has been happening in the economy over the past month and be sure to contact us if you have any questions or comments.

  • A disability can strike anyone regardless of their age, gender or occupation. Anyone who earns an income could benefit from the added protection provided by disability insurance. Get in touch today to

  • Take a look at this week’s market report – MARKET CLOSE – 02/09/19, via the link below. If you would like to get in touch regarding any questions you may have, call 604 468 0888. CLI

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Tomorrow evening Captain Marvel will be playing

  • It can be difficult to think about what will happen to your estate when you are no longer around, but making sure you have a solid plan in place will make things for your family exceptionally easier.

  • Insurance is a key part of the financial planning process and can be significant to the success of your financial plan. Harry & David are more than happy to help you understand further! CLICK HERE

  • Have a read of the last market report of the month! – MARKET CLOSE – 26/08/19, via the link below. Remember, we are always happy to answer any questions or queries you may have. Give us a

  • It’s important to make sure you’re contributing enough to your Registered Education Savings Plan (RESP), otherwise, you might need to dip into your retirement savings to cover unexpected costs. Take a

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Why not check out the sensational and educationa

  • The Perler Wealth Management Process was developed and perfected by our founding advisor Harry Perler over the last 25+ years. We are very proud of the stellar financial planning that we offer and our

  • We have recently become very active on Instagram. From thought-provoking posts about financial planning to educational posts, we are having fun sharing our thoughts with you daily. Search Perler Wealt

  • Have a read of this week’s market report – MARKET CLOSE – 19/08/19, via the link below. We are always happy to answer any questions or queries you may have. Give us a call at 604 468

  • Keep yourself informed with so many aspects of the financial planning industry. Discover the best ways to financially care for your family and set them up for success by checking out the articles in o

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Why not visit the spectacular Crystal Falls and

  • There is a multitude of benefits to deferring your property taxes! Even though deferring your property taxes comes at a small cost, investing what you would be paying could leave you with a larger est

  • We understand that sometimes insurance protection is not fun to think about, but it is now more straightforward than ever! Now is the time to take action! Take a read of this easy to understand articl

  • Take a look at this week’s market report – MARKET CLOSE – 12/08/19, via the link below. We are always happy to answer any questions or queries you might have. Give us a call at 604 4

  • Don’t be put off by headline news about volatile financial markets. Stay invested but follow these guidelines to ensure your investments stay safe, and your money goes further.

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. These Sunday concerts are unmissable this summer

  • Do you feel up to date with the current market? Keep yourself on top of what has been happening in the economy over the past month. Be sure to contact us if you have any questions or comments.

  • 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? If something should happen that impacts your ability to work, en

  • Take a look at this week’s market report – MARKET CLOSE – 05/08/19, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questio

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. It’s hotter than ever in Vancouver, so mak

  • Are you aware that you may be able to save tax on your income by splitting some of your earnings with your spouse? Find out more in this useful article & give us a call at 604 468 0888 for friendl

  • Want your kids to inherit the family cabin? Better make sure they can afford to keep it. We help you help your family. Let’s get started!

  • Have a read of the last market report of the month! – MARKET CLOSE – 29th of July, via the link below. We are always happy to answer any questions or queries you might have. Give us a call

  • You have many memories to look forward to — first birthdays, family vacations, graduation and more! This can be expensive. Make sure you have your finances in order and your family protected. CL

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Summertime & movies are like peanut butter &

  • Have you ever wondered how your assets will be taxed and how much money will be left to your children when you die? We understand how complicated financial jargon can appear. In this video, we explain

  • A high-risk lifestyle means high-risk insurance! Even if you don’t think you lead a hazardous life, experts might disagree. Ensure that you understand the dangers of not having high-risk insuran

  • Take a look at this week’s market report – MARKET CLOSE – 22nd of July, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any que

  • Keep yourself informed with so many aspects of the financial planning industry. Discover the best ways to financially care for your family and set them up for success by checking out the articles in o

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Get outside with the family and treat yourselves

  • At Perler Wealth, our second-to-none specialists help you develop your knowledge and manage your finances with ease. This easy-to-understand video will help you gain a clearer grasp of your investment

  • We all work hard to protect what matters most to us: our families, our homes, our lifestyles. However, we are less likely to protect what may be our most important asset: our ability to earn an income

  • Take a look at this week’s market report – MARKET CLOSE – 15th of July, via the link below. We are always happy to answer any questions or queries you might have. Give us a call at 6

  • Some parents simply aren’t comfortable sharing financial matters with their children, but the day may come when they might have to. Helping your parents is all about understanding if they’re in contro

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Friday’s we like to post some ideas for the weekend. Why not get back to basics this weekend? H

  • We understand the chaotic feeling of organizing debt. By trusting us with your family’s wealth management you will ensure that no opportunity is left unrealized and that the financial strategies we re

  • The difference between mortgage life insurance and personal life insurance can get confusing. Here is an uncomplicated definition to better your understanding and help you make an informed decision. C

  • Have a read of this weeks market report – MARKET CLOSE – 8th of July, via the link below. We are always happy to answer any questions or queries you may have. Give us a call at 604 468 088

  • Do you feel up to date with the current market? Keep yourself up to date with what has been happening in the economy over the past month. Be sure to contact us if you have any questions or comments.

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

  • Many potential investors are just as misinformed as they are informed about ETFs. This article helps to diminish some of the most prevalent misconceptions. CLICK HERE to view.

  • Estate protection can help protect your money and make sure you leave a legacy for your family’s future. Take a look at the article below to find out more information and if you have any questio

  • Take a look at this weeks market report – MARKET CLOSE – 2nd of July, via the link below. As always, we are more than happy to answer any questions or queries you may have. Give us a call

  • We are closed today to celebrate our wonderful country! We will be available tomorrow, but in the meantime, get to know the team on our website. After all, it’s not only important for us to know

  • Our blog is full of articles Monday through to Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Golden Spike Days festival is one of the oldest

  • With estate planning, there are many common mistakes and pitfalls which should and could be avoided. Take a look at our youtube video below, featuring Harry Perler and David Olejnik, which highlights

  • Our handy calculating tool can quickly provide the amount of life insurance coverage you may need in addition to the existing coverage you are included under. (Note: As the name indicates this is an e

  • Check out this week’s Market Report – MARKET-CLOSE – 24th June 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE to view.

  • During retirement you may experience unexpected events, especially with the average living age increasing. Taking into account when you choose to retire, you need to be able to support 20, 25 or 30 ye

  • Our blog is full of articles Monday through to Thursday that focus on the financial industry. On Fridays, we like to post some ideas for the weekend. Summer is here and so is Bard On The Beach. Find o

  • There are many benefits to having the guidance of a financial advisor including investment assistance, managing taxes, and safeguarding your family. The many benefits of a financial advisor may be wor

  • Have you viewed this month’s e-Newsletter? It is full of informative financial information that may be pertinent to you. Take a look via the link below. CLICK HERE to view.

  • The Quarterback has now changed it’s name to Market-Close. Check out this week’s Market Report – 17th June 2019, via the link below. If you have any questions or comments, please be sure t

  • Investments can create a clash of opinions between you and your spouse. Take a look at the link below to find out the three approaches which may help you both. CLICK HERE to view.

  • Our blog is full of articles Monday through to Thursday that focus on the financial industry. On Fridays, we like to post some ideas for the weekend. Click the link below to find fun Father’s da

  • Each month we post something fun that we would like to share with you. Check us out by searching ‘perlerwealth’ the next time you are looking at your Instagram app or follow the link below

  • Sunlife Insurance has an excellent brief video on critical illness insurance. Take a look at the video below and if you have any questions, please be sure to contact us.

  • Last week in Quebec City, Harry Perler was honoured by Worldsource Financial Management with its Top Advisor in Canada award. Harry is proud to be a recipient of this award and is thankful to his part

  • Check out this week’s Market Report – THE QUARTERBACK – 10th June 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE to view.  

  • Are you up to date on this Month’s Market Report? Gain further insights. Take a look at this month’s Market Update video by clicking on the link below.

  • Our blog is full of articles Monday through to Thursday that focus on the financial industry. On Fridays, we like to post some ideas for the weekend. Find out all the information below on the greater

  • Its never too late to save for your retirement, you just need to decide which type of retirement suits you and your lifestyle best. Take a look at the link below and if you have any questions, please

  • Canadian companies are increasingly using this sophisticated computer programming to offer better value to their customers – including in the insurance industry. Refer to the link below to learn how t

  • Check out this week’s Market Report – THE QUARTERBACK – 3rd June 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE to view.

  • Mackenzie Investments has some excellent tools and calculators for Retirement Planning, Investment & Saving, Mortgage & Lending, and Personal Finance. Check out the link below to find out more

  • 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. Find out all the information below on activities to d

  • 90% of women will have to manage their finances at some point in their life, which is why learning to have a solid understanding of how to manage money and invest for the future is imperative. Take a

  • What is life insurance and what can it be used for? Manulife offers a ‘to the point’ video which explains this. To find out what is the best type of insurance for your needs, be sure to co

  • Check out this week’s Market Report – THE QUARTERBACK – 27th May 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE to view.

  • Download our app to learn about our services, read our daily blogs, contact us and book appointments. All from the convenience of your smartphone. CLICK HERE to learn more.

  • Our blog is full of articles Monday through to Thursday that focus on the financial industry. On Fridays, we like to post some ideas for the weekend. Find out all the information below on the perfect

  • In order to make sure your portfolio is designed to get the rate of return you want, it is important to also revisit what realistic expectations are for different types of investments. Watch this vide

  • The young and healthy are at risk of an acquired brain injury, which can be a heightened risk if you are more frequently engaged in physical activity. Falls and sports-related injuries are the most co

  • Check out this week’s Market Report – THE QUARTERBACK – 20th May 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE to view.

  • 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. If you’re looking for something to do this May

  • Have you viewed this month’s e-Newsletter? It is full of informative financial information that may be pertinent to you. Click the link below to see this month’s e-Newsletter. CLICK HERE to view

  • Watch the video below and if you have any questions, please be sure to contact us.

  • Check out this week’s Market Report – THE QUARTERBACK – 13th May 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE to view.

  • Getting remarried can affect many things, such as custody, child support, and spousal support. It’s important to be aware of each other’s debts and assets before the big day. Click the lin

  • Our blog is full of articles Monday through to Thursday that focus on the financial industry. On Fridays, we like to post some ideas for the weekend. For more information on the best ways to treat you

  • Retirement is cause for celebration but if you’re married or in a serious relationship, it’s important that you are both on the same page determining how you’ll finance your retirement. Take a look at

  • It’s vital to make your beneficiary aware of your policy and which company holds your policy in place. Without this critical knowledge, your beneficiary may not be able to reach the insurer to s

  • Check out this week’s Market Report – THE QUARTERBACK – 6th May 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE to view.

  • Are you up to date on this Month’s Market Report? Gain further insights. Take a look at this month’s Market Update video by clicking on the link below.

  • Our blog is full of articles Monday through to Thursday that focus on the financial industry. On Fridays, we like to post some ideas for the weekend. Find out all the information below about the Ridge

  • One-third of Canadians know someone who has Alzheimer’s and research shows this figure will only increase in time. Whether you or your parents are showing symptoms, now maybe the correct time to

  • Have you remembered to factor in additional health costs towards your retirement budget? Many of us think that government health insurance covers more than it actually does – paying a substantia

  • Check out this week’s Market Report – THE QUARTERBACK – 29th April 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE to view.

  • 90% of women look after their own finances while balancing several priorities such as their career, family, and friends. Your financial future may be getting pushed back to the last priority, make sur

  • 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. Find out all the information below for the best parks

  • Below you will find the first video in our series of educational financial planning videos that we have been launching. The purpose of these videos is to discuss a fresh topic every month that will he

  • When considering getting a financial plan in place, many people tend to focus on investments and bank account balances without giving much thought towards making sure insurance protection is in place.

  • Check out this week’s Market Report – THE QUARTERBACK – 22nd April 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE to view.

  • Please note our office will be closed Good Friday and Easter Monday to spend the day with our loved ones.

  • Take a look at the five steps to being financially ready as new parents and why alternative plans and emergency funds are so important, as they can protect your family and budget. Click the link below

  • Have you viewed this month’s e-Newsletter? It is full of informative financial information that may be pertinent to you. CLICK HERE to view the eNewsletter.

  • Check out this week’s Market Report – THE QUARTERBACK – 15th April 2019, via the link below. If you have any questions or comments, please be sure to contact us CLICK HERE to view

  • 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

  • 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. Find out all the information below for Tulips of the

  • Do you know how to manage your severance if you are losing your job? This situation can be one of the most emotionally traumatic experiences you will have to deal with. It is crucial you seek professi

  • Tired of paying too much tax as you plan for your retirement? Take a look at our video below to find out our process – contact us to have your financial plan reviewed.  

  • Check out this week’s Market Report – THE QUARTERBACK – 8th April 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE  to view.

  • 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 Cherry Blossom Festival starts this weekend and i

  • Are you up to date on this Month’s Market Report? Gain further insights. Take a look at this month’s Market Update video by clicking on the image below      

  • Imagine if the worst case scenario happened to you and your family – are you being advised on the correct policies you should have in place, for the unexpected? Take a look at the video below, t

  • Check out this week’s Market Report – THE QUARTERBACK – 1st April 2019, via the link below. If you have any questions or comments, please be sure to contact us. CLICK HERE  to view.

  • If so, it is probably one of your main priorities along with saving for other short and long term goals. That’s why it’s important to make sure every dollar you put towards your child’s post-secondary

  • Our blog is full of articles during the week that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Now that the good weather is upon us, we are seeing more

  • Your family is important to you. That’s why you should involve them in your wealth transfer and legacy planning process, and share your thinking with them. Fidelity Investments has an excellent

  • 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

  •   Last week Finance Minister Bill Morneau presented the government’s 2019-2020 federal budget.  Grant Thornton LLP provides an excellent summary outlining the budget features. Most significant ch

  • 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

  •   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. Spring has sprung and the hiking has begun! 

  • We are pleased to share a short video with you today about dividend investing. There are many “styles” that investors follow to help guide their investment buying and selling decisions. These styles i

  • 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

  • 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

  • To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry Perler or David Olejnik.

  •   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. Vancouver has a number of events happening th

  • A financial advisor is a valuable part of improving your financial health. You may be like many Canadians who don’t feel they have enough money in their savings account or a high enough net worth to s

  • Do you have the right insurance for you? If you’re buying a home or renewing an existing mortgage you may be offered group insurance by your lender or broker to cover the balance (or a portion of the

  • 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

  • Keeping you up to date with how the markets are doing is very important to us. Please click on the image above to listen to the Market Update.  Alternatively you can view our Market Update on our Perl

  •   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. Okay all you car lovers… Starting on Tu

  • The Perler Wealth Management Process was developed and perfected by our founding advisor Harry Perler over the last 25+ years. The Perler Wealth Management Process is our holistic approach to financia

  • We protect our cars, our homes, the things we value.  Life insurance is about financial protection for the people we love.  CLICK on the image above to watch this brief yet informative video.  To find

  • 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

  • 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. It’s hard to believe but Spring is just around

  • Did you know we have a Perler Wealth Management App? Stay connected on the go… Access your Account Check out our YouTube Channel View our most recent blog posts Learn more about our services Boo

  • To build the right plan for you, it’s important to know: what are your options? When it comes to life insurance, you have two choices: term life insurance and permanent life insurance. Both are great

  • Here is a very informative video that you may find helpful. (CLICK ON IMAGE TO VIEW) Take a look and if you would like to know what is the right choice for your personal situation, please contact us.

  • 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

  • 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. Interested in learning more about wine?  The Vancouve

  • To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry Perler or David Olejnik.

  • 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

  • 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

  • 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. Attention all you Pet Lovers!  February 23 & 24 t

  • We are pleased to share a short video with you that will serve as a refresher about preparing yourself for volatility as an investor. The past four months of market performance have served as an excel

  • Feeling so proud to be a part of this group of sponsors to support our Youth with mental health and substance use issues. Funds raised will go toward Foundry Ridge Meadows … a “one-stop-shop” wh

  • Entering retirement is cause for celebration – it can mean having more time with the grandkids, traveling and doing other things you love. But if you’re in a marriage or a serious relationship, it’s i

  • 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

  • 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. With all this cold weather we have been experiencing,

  • Are you interested in finding out what the 2019 limits and amounts are for tax, OAS, CPP/QPP, RRIF withdrawal minimums, RRSP limits, TFSA limits etc.?  CLICK HERE to view the Tax Reference Sheet, whic

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

  •   Be sure to hear this month’s market update! To be notified of our notifications when we add a video on YouTube, be sure to subscribe to our channel. CLICK HERE to visit our channel

  • 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

  • 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. We live in SUCH a beautiful province.  Make sure you

  • Find out what you can do with the money you invested in an RESP if your child doesn’t go to college or university Your child may initially choose a post-secondary education path or career that doesn’t

  • 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

  • Investing wisely means choosing the best options for your money based on your goals, risk tolerance and time horizon. Being a successful investor doesn’t necessarily entail a degree in Economics

  • 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

  • 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. January seems to be the month that many of us are try

  • What does retirement look like to you?…. Are you headed in the right direction?  Let’s chat…  

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

  • We are pleased to share this short video about why we believe a regularly updated comprehensive financial plan is the foundation for long-term success as an investor. A holistic financial plan that ta

  • 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

  • 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.  Heading to the Interior for the weekend, or perhaps

  • Each month we send out a printed quarterly newsletters to our clients.  Interested?  CLICK HERE to view.

  • A HUGE thank you to the hundreds of our clients and their guests who attended our annual Client Appreciation Movie Day / Food Drive this past weekend.  Thanks to those who attended, approximately 1300

  • To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry Perler or David Olejnik.

  • 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

  • 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.  Looking for something to do this weekend?  We came a

  • Roy the Barber, the folksy hero of Canadian personal-finance tome The Wealthy Barber, is a big fan of dollar-cost averaging (DCA). The strategy, Roy tells his protégés in David Chilton’s 1989 bestsell

  • 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. To find out if Critic

  • Be sure to hear this month’s market update! To be notified of our notifications when we add a video on YouTube, be sure to subscribe to our channel. CLICK HERE to visit our channel

  • 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

  • To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry Perler or David Olejnik.

  • 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

  • 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

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Friday, we like to post some fun ideas for the weekend. We recently came across this website which will gi

  • Be sure to hear this month’s market update! To be notified of our notifications when we add a video on YouTube, be sure to subscribe to our channel. CLICK HERE to visit our channel

  • Deciding what to buy term, permanent or universal life insurance doesn’t have to be an either/or choice. You may need more than one type. If you’ve spent any time researching life insurance, you

  • Can you imagine what would happen if you died and your family didn’t know where to find your will? Or your money? It happens all the time according to Jim Yih, author of the personal finance blog, ret

  • 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

  • Our blog is full of articles Monday through Thursday that focus on the financial industry. On Friday, we like to post some fun ideas for the weekend. The Vancouver Christmas Market is open!  Be sure t

  • YOU’VE BEEN WORKING and saving for this moment for most of your working life – now retirement is on the horizon. But you’re not done planning yet. In fact, there’s never been a more important time to

  • CHILDREN ARE FULL OF IMMEASURABLE POTENTIAL – but they often need financial resources to make their dreams come true. Aspiring professionals need to finance years of schooling. Future entrepreneurs ne

  • 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

  • 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. Looking for something to do this weekend?   Capilano

  • We are happy to share with you a short video that will help remind you of your inherent emotional biases and how those biases can impact your decisions as an investor. Through the course of human evol

  • We have recent come across this article from Investment Executive which gives a very interesting look on the fact that “Canadians are unwilling to give up daily luxuries for life insurance”

  • 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

  • To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry Perler or David Olejnik.

  • 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

  • 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. Remembrance Day 2018:  CLICK HERE to view the Metro V

  • As a card-carrying millennial, you’re likely busy paying off debt and pursuing a better job, and insurance isn’t your top priority. In fact, you might think you don’t need policies until you buy a hou

  • Please be sure to visit our YourTube Channel to view our most recent Market Update.  If you have any questions, please do not hesitate to 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

  • Check out our newsletter geared toward the Boomers and Seniors population; Maturity Matters! This newsletter features three articles relating to the body, mind, and spirit! If you are interested in 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

  • 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

  • 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

  • Below you will find the first video in a new series of educational financial planning videos that we are excited to be launching. The purpose of these videos is to discuss a fresh topic every month th

  • 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

  • Merging households with children can be financially complicated. CANADIAN FAMILIES COME IN ALL SHAPES AND SIZES. About one in eight (12.6 per cent) are blended families (or stepfamilies) in which one

  • 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

  • To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry Perler or David Olejnik.

  • 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

  • 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 Cirque is in town!  Cirque du Soleil is playi

  • 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

  • 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

  • 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

  • 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 to celebrate the Harv

  • Monthly Market Updates – October 2018 Keeping you up to date with how the markets are doing is very important to us.  As mentioned in our September e-newsletter, as of this month we would be with you

  • Does your provincial health plan cover as much as you think? What about your employee benefits? Your protection may have gaps you don’t know about. Along with hockey and politeness, universal health c

  • We have recently received Guardian Capital Perspectives Newsletter which provides a brief global market outlook.  CLICK HERE to view and should you have any questions or comments, please do not hesita

  • 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

  • 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

  • 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

  • We have recently come across this informative podcast from CI Investments which you may find interesting. Matthew Strauss, Vice-President and Portfolio Manager, shares his views on the currency market

  • 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 Dav

  • Our blog is full of articles during the week that focus on the financial industry. On Fridays, we like to post some different ideas for the weekend. Port Moody is known for having a number of fun-fill

  • According to a 2016 report from Statistics Canada, the ratio of debt to disposable income in the third quarter rose to 166.9%.1 It is easy to get lured in by low interest rates, sales and keeping up w

  • 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

  • To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry Perler or David Olejnik.

  • 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 Dav

  • Our blog is full of articles during the week that focus on the financial industry. On Fridays, we like to post some different ideas for the weekend. Fall is creeping in and already we are thinking of

  • A financial advisor is a valuable part of improving your financial health. You may be like many Canadians who don’t feel they have enough money in their savings account or a high enough net worth to 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 that ha

  • WITH MORE AND MORE CANADIANS conducting their daily business online – from banking and business meetings to shopping and hailing a cab – it should be no surprise that digital assets are increasing. Ac

  • 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 Dav

  • Our blog is full of articles during the week that focus on the financial industry. On Fridays, we like to post some different ideas for the weekend. Do you have an Instagram account?  Do you enjoy loo

  • It’s September and the kids are back at school.  If you are starting to think about saving for your child’s post-secondary education, you may be interested in reading this article from Fidelity Invest

  • Check out our newsletter geared toward the Boomers and Seniors population; Maturity Matters! This newsletter features three articles relating to the body, mind, and spirit! If you are interested in re

  • 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 Dav

  • Our blog is full of articles during the week that focus on the financial industry. On Fridays, we like to post some different ideas for the weekend. We recently came across this article posted on 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

  • 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. To find out if Critic

  • At a time when Canadian household debt is on the rise (167.6% in Q2 2016) and more Canadians are living paycheque to paycheque, it’s become even more important to make sound financial decisions. Teach

  • 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 Dav

  • If you’re developing a retirement budget, remember to factor in costs that your province’s health plan doesn’t cover, such as prescription eyeglasses. Canadians tend to be proud of our government heal

  • 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 Dav

  • Dividing up family property after a divorce, amicable or not, means more than deciding who gets the house. It also means dividing up your pensions. When a marriage breaks down (or in some provinces, w

  • 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 Dav

  • 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

  • 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

  • YOU’VE BEEN WORKING and saving for this moment for most of your working life – now retirement is on the horizon. But you’re not done planning yet. In fact, there’s never been a more important time to

  • 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 during the week that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. It’s that time of year again for the 2018 Celebrati

  • 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 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

  • 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 during the week that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Now that the good weather is upon us, we are seeing more

  • To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry Perler or David Olejnik.

  • It’s  not fun to think about how your life might change if you were diagnosed with a critical illness. Or even, if your partner or child was diagnosed with a critical illness. But it is realistic and

  • We hope you are well and are enjoying the warmer weather. With the second quarter of 2018 having recently drawn to a close, we wanted to provide a brief update for you on some of the main themes that

  • 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 during the week that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. Travelling around BC this summer?  Looking for places to

  • Do you have an 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 inheri

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

  • The Perler Wealth Management Process was developed and perfected by our founding advisor Harry Perler over the last 25+ years. The Perler Wealth Management Process is our holistic approach to financia

  • 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 that focus on the financial industry. On Fridays, we like to post some fun ideas for the weekend. We recently came across this website called “Vancouver’

  • 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

  • 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. Spend some time connecting with your loved ones a

  • Entering retirement is cause for celebration – it can mean having more time with the grandkids, traveling and doing other things you love. But if you’re in a marriage or a serious relationship, it’s i

  • The word “estate” most likely drums up pictures of affluent individuals like the Bill Gates or Warren Buffets of the world, but whether you think it or not, you have an estate. Your estate is comprise

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

  • 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. The Vancouver Dragon Boat Festival is this

  • Make your health and financial wishes clear through an advance care plan while you’re healthy – so it’s easier for your family when you’re not. When 47-year-old Debra* met with her lawyer for the firs

  • Even if you don’t consider yourself someone who leads a risky lifestyle, there’s a chance that experts might disagree. If you rock climb, scuba dive, travel to dangerous places for work or even drive

  • What are mutual funds? Mutual funds are one of the more popular options among Canadian investors. According to the Investment Funds Institute of Canada, 87% of Canadians have greater confidence in mut

  • 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. Father’s day is this Sunday June 17th. Time

  • Can you imagine what would happen if you died and your family didn’t know where to find your will? Or your money? It happens all the time according to Jim Yih, author of the personal finance blog, ret

  • Canadians work hard to protect what matters most to us: our families, our homes, our lifestyles. But we’re less likely to protect what may be our most important asset: our ability to earn an income. A

  • Please watch this important video about safeguarding elder abuse by Empire Life. If you have questions be sure to contact Harry Perler or David Olejnik.

  • 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 celebrate Greek culture & Greek food wit

  • Whether it’s building infrastructure, growing a business or investing in equipment, governments and corporations often need to raise funds for their operations. Issuing bonds is a common way to raise

  • If you live paycheque to paycheque, worrying about what might happen to your finances if you have a health scare is only natural. What if you become ill and can’t work? What would happen to you and yo

  • Financial matters can have a significant influence on every aspect of life, yet families often avoid discussing financial topics—particularly estate planning decisions—for fear they will stir up famil

  • 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. Road trip fun can be spoiled quickly by accidents

  • You can’t take it with you — but there’s a hassle-free way to leave your money behind: Name a beneficiary wherever you can. What is a beneficiary? Since you can’t take your money with you at the end o

  • 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

  • According to a 2016 report from Statistics Canada, the ratio of debt to disposable income in the third quarter rose to 166.9%. It is easy to get lured in by low interest rates, sales and keeping up wi

  • 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. It’s that time of year again…baseball

  • Five key questions to ask at annual review time: ✔ Is your investment strategy on track? ✔ Are you saving tax efficiently? ✔ Are you protecting your income? ✔ Are you preserving your assets? ✔ How doe

  • 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

  • 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

  • What is Estate Planning? 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 th

  • 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 Cloverdale Rodeo and Country Fair is happenin

  • Seven ways to help minimize taxes on your estate. American inventor politician Benjamin Franklin wrote, “nothing in this world can be said to be certain except death and taxes” And while t

  • Our May e-Newsletter is here! Play Perler Trivia for a chance to win a prize! To read our e-Newsletter, CLICK HERE. As always, if you have any questions or comments please contact Harry Perler or Davi

  • Today, people of all ages are hyperconnected, meaning they can do just about anything on their mobile device. According to Business Insider, people spend an average of 100 minutes a day online for lei

  • 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. We are blessed to be living in such a beautiful p

  • Want to make sure your debts are retired before you are? These tips will help you pay off your debts while you save for retirement. Will you be able to retire without loads of debt? If you’re like 25%

  • Critical illness insurance shouldn’t be confusing. See how it works and how it can benefit you and your family. Watch this short video and be sure to contact Harry Perler or David Olejnik should you h

  • Roy the Barber, the folksy hero of Canadian personal-finance tome The Wealthy Barber, is a big fan of dollar-cost averaging (DCA). The strategy, Roy tells his protégés in David Chilton’s 1989 bestsell

  • 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. The Ridge Meadows Home Show starts today and runs

  • Thinking about taking on a foreign work assignment? Make sure you understand the tax implications before you go. The prospect of immersing yourself in a new location and culture by living and working

  • 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. B

  • You’ve likely heard the term “financial planning” before. But survey after survey tell us that many Canadians don’t actually have financial plans. You may wonder if a financial plan is something you c

  • 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. Tourism Vancouver has a fantastic list of free th

  • A new study shows 25% of retired Canadians are in debt and 24% of working Canadians have raided their retirement savings. Is there a connection? Retired Canadians are just as likely as those earning a

  • As a card-carrying millennial, you’re likely busy paying off debt and pursuing a better job, and insurance isn’t your top priority. In fact, you might think you don’t need policies until you buy a hou

  • Spring has finally sprung. It is hard to believe we are already heading into the month of May.  Please CLICK HERE to read our Spring 2018 Market Update. If you have any questions about your portfolio,

  • 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. This Sunday April 22, 2018 is the Vancouver Sun R

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

  • A life insurance policy is a contract with an insurance company. In exchange for premium payments, the insurance company provides a lump-sum payment, known as a death benefit, to beneficiaries upon th

  • A financial advisor is a valuable part of improving your financial health. You may be like many Canadians who don’t feel they have enough money in their savings account or a high enough net worth to 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. Spring is in full swing and the weather though so

  • What happens when you think about money? If you tense up and your heart skips a beat, you’re not alone. More than four in 10 Canadians (42%) say money is their greatest stress. And, while some stress

  • 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 profess

  • Dividing up family property after a divorce, amicable or not, means more than deciding who gets the house. It also means dividing up your pensions. When a marriage breaks down (or in some provinces, w

  • 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. Flowers are blooming at the Tulips of the Valley

  • Most grandparents enjoy giving money or gifts to grandchildren. And some even choose to skip over more financially secure adult children and provide directly for the younger generation. Some grandpare

  • Does your T4 say you made more than you thought you did? Perhaps you didn’t consider your taxable benefits. Find out what is and isn’t taxable. When you get your T4 slip in January or February, you ma

  • Did you know we have a Perler Wealth Management App? Stay connected on the go… Learn about our services Contact us Book appointments Read our daily blog posts Log in to your account All from the

  • 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. The Vancouver International Auto Show is happenin

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

  • Benefits claim fraud is a big problem. If you have group medical and dental coverage, here’s why you should care — and five things you can do. The odds that your employer’s group benefits plan has bee

  • It’s easy to get caught up in the excitement of wedding plans, but you and your future spouse also need to discuss finances. A new marriage is a chance to get things right with the right person. You a

  • 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. Playdome at BC Place is back March 28-April 2, 20

  • At a time when Canadian household debt is on the rise (167.6% in Q2 2016) and more Canadians are living paycheque to paycheque, it’s become even more important to make sound financial decisions. Teach

  • A serious illness can threaten your finances as much as it threatens your health. Find out what you can do to protect yourself and your family. No matter how well you take care of yourself, you may on

  • You and your partner are expecting. Congratulations! As your mind begins to wander to all things baby-related, you also need to plan to take time off work. Aside from alerting your manager and Human R

  • 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. If you have school-aged children or grandchildren

  • Determining when each tax strategy works best. Pension income splitting can be a great way to reduce taxes. Couples can split their income once their Registered Retirement Savings Plans (RRSP’s)

  • What is Universal life insurance? Universal life insurance offers you flexible, cost-effective lifetime coverage that can be personalized to match your changing lifestyle. It’s combined with a tax-adv

  • The 2018 Federal Budget tabled a number of proposals that will impact the financial, tax and estate plans of Canadians. The following is a summary of the most relevant budget proposals that may impact

  • 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. Farmers markets aren’t just a summer thing.

  • Over the course of your life, a significant amount of your income will go to taxes. Did you know that the tax bill of the average Canadian family has risen by 1,939% since 1961? It sounds startling, b

  • Does your provincial health plan cover as much as you think? What about your employee benefits? Your protection may have gaps you don’t know about. Along with hockey and politeness, universal health c

  • We all have financial goals we would like to achieve. It could be saving for your first car or your dream car, your next vacation, a down payment for a house, or anything in between. Getting in the ri

  • 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 Saturday, March 3rd the 2018 Tedx StanleyPark

  • 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,

  • If you become disabled and cannot work, do you have enough long-term disability (LTD) insurance to replace your income? If you are 35 years old today, research shows there is a 50% chance you will bec

  • RRSP contributions can lead to a nice surprise at tax time because they’re deductible. But everything has its limits, including your RRSP. For 2017, you’re allowed to contribute the lesser of $2

  • 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. Check out The BC Home & Garden Show at BC Pla

  • 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

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

  • 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

  • Eat your vegetables, get more sleep and contribute to your RRSP in 2017. There, you’ve got the reminders. Each reminder is healthy and each has a payoff, including one financial payoff. Contribu

  • 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. Happy Chinese New Year! The year of the Dog 2018

  • If markets get choppy, it pays to have an investing plan and to stick to it. Keep perspective: Political uncertainty is a constant, and downturns happen frequently. But market setbacks have typically

  • CHILDREN ARE FULL OF IMMEASURABLE POTENTIAL – but they often need financial resources to make their dreams come true. Aspiring professionals need to finance years of schooling. Future entrepreneurs ne

  • DOES THINKING ABOUT MONEY MAKE YOU TENSE? If you have ever wondered what would happen if you lost your job tomorrow or worried about running out of money in your old age, then you are not alone. A rec

  • 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. Family Day is observed to celebrate “the importan

  • Merging households with children can be financially complicated. CANADIAN FAMILIES COME IN ALL SHAPES AND SIZES. About one in eight (12.6 per cent) are blended families (or stepfamilies) in which one

  • 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

  • If you want to achieve your financial goals, what you do is only part of the story. What you don’t do is just as important. Want to meet your financial planning goals with few issues? To increase your

  • 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. The Vancouver Art Gallery is recognized as one of

  • Congratulations, you’re getting married. Have you talked to your partner about how to share and manage your money? Here are four important questions to start that conversation. 1. What do you have and

  • ­ 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

  • How to have conversations about support for aging loved ones. ACCORDING TO STATISTICS CANADA, seniors are the fastest-growing age group in the Canadian population. Given longer life expectancies, many

  • 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. The Vancouver Hot Chocolate Festival is back Janu

  • We want to wish everyone a fantastic and healthy start to the new year.  It is our continued privilege to serve you and your families as your trusted financial advisors. 2018 is in full swing already

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

  • Put technology in your financial corner! LET’S FACE IT: LIFE IS BUSY! Juggling all life’s responsibilities is no simple feat, and that includes managing your money. It takes time and energ

  • 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 or David.

  • 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. Dine Out Vancouver Festival is back January 19 &#

  • Our January 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

  • Deciding what to buy term, permanent or universal life insurance doesn’t have to be an either/or choice. You may need more than one type. If you’ve spent any time researching life insurance, you

  • Five questions to ask when transferring your RRSP to a RRIF: Should I make one last RRSP contribution? Have I named a beneficiary on my RRIF application? Whose age should I use to calculate RRIF minim

  • 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 or David.

  • 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 Vancouver International Boat Show is on from

  • You are probably familiar with the duties of an estate executor. But if you become a trustee, what are your duties? And what are the consequences if you don’t perform them properly? Different ro

  • If you’re developing a retirement budget, remember to factor in costs that your province’s health plan doesn’t cover, such as prescription eyeglasses. Canadians tend to be proud of our government heal

  • Saving for retirement doesn’t have to be challenging. Here are seven tips to make the most of your RRSP: Plan your retirement goals What kind of lifestyle do you want to live in retirement? Star

  • 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 or David.

  • 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. January is when everyone makes their resolutions

  • Do you want to start saving for a car? A vacation? A renovation? If you have goals you want to reach within the next five to 10 years you need your savings to grow as quickly as possible. In a regular

  • Your child’s serious illness can affect the whole family physically, emotionally & financially. Child critical illness insurance can ease the strain. Michael Ellis says he’ll never forget th

  • 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 or David.

  • 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 new year is just a few days away and soon 201

  • As you may know we post daily articles of interest on our blog and we are able to track the number of views each of our posts receive. We thought it would be great to recap the year with an eNewslette

  • Our blog is full of articles Monday through Thursday that focus on the financial industry and our Perler Weekend Ideas on Fridays with fun ideas for the weekend. We decided for this week we would add

  • Our blog is full of articles Monday through Thursday that focus on the financial industry and our Perler Weekend Ideas on Fridays with fun ideas for the weekend. Since today is a holiday we thought it

  • 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. Fly with Santa and his elves on a magical flight

  • Investing wisely means choosing the best options for your money based on your goals, risk tolerance and time horizon. Being a successful investor doesn’t necessarily entail a degree in Economics

  • Make finances festive: Instead of giving kids cash or gifts that will wear out, break or be outgrown, why not set it up so your gift keeps giving? It’s easy to succumb to the latest cool, shiny toys w

  • There are many money myths around, and advisors have heard nearly all of them. Here are 2 about succession planning – and the realities behind them. There’s no shortage of misconceptions about money.

  • 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 or David.

  • 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. One of the most magical things to do at Christmas

  • Our December 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

  • 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 financial security by

  • Bitcoin has certainly caught the world by storm, and the rate of appreciation of the units is breathtaking, though certainly not unprecedented. With all the media attention Bitcoin has been receiving

  • 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. 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 fo