blog

  • Listen in on our discussion with David Onyett-Jeffries, the Vice President, Multi Asset Class Solutions at Guardian Capital. Here we get David’s in-depth insights on what’s happening in th

  • Create a plan that will direct your assets to where you want them to go. Have questions? Give us a call at 604 468 0888! CLICK HERE to learn more.

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Looking for ways to save money? CLICK HERE to learn 17 helpful tips that can help save you from avoidable costs.

  • We are currently searching for a new member to join our team! If you have experience in the digital marketing industry, this may be the job for you! CLICK HERE to check out our new job listing to lear

  • Are you or someone you know recovering from a serious illness? It is important to stay informed on the different services and options available to you. CLICK HERE to learn more.

  • Listen in on our discussion with David Onyett-Jeffries, the Vice President, Multi Asset Class Solutions at Guardian Capital. Here we get David’s in-depth insights on what’s happening in th

  • Create a plan that will direct your assets to where you want them to go. Have questions? Give us a call at 604 468 0888! CLICK HERE to learn more.

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Looking for ways to save money? CLICK HERE to learn 17 helpful tips that can help save you from avoidable costs.

  • We are currently searching for a new member to join our team! If you have experience in the digital marketing industry, this may be the job for you! CLICK HERE to check out our new job listing to lear

  • Are you or someone you know recovering from a serious illness? It is important to stay informed on the different services and options available to you. CLICK HERE to learn more.

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Here are a few of our amazing team members modelling our new masks that just came in!! As the safety of our clients and staff are a top priority for us, we now require everyone who comes into our offi

  • Have you listened to our Market Update for August 2020 yet? Stay informed with what’s happening in the market today by listening to our latest podcast episode. CLICK HERE to watch our August Mar

  • Unsure about when you need to wear a mask in B.C.? Take a look at the article below to learn some places where they are mandatory. CLICK HERE to read the article.

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • We are getting closer to back to school time in Canada, here is a list of tips to help you and your kids prepare for the classroom in 2020.

  • In addition to the government announcing an additional four-week extension of CERB before transitioning to an EI program, three new temporary measures have also been announced. CLICK HERE to learn mor

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • If you are a Canadian employer who has seen a drop in your revenue due to COVID-19, you may be eligible for a subsidy to cover part of your employee wages. CLICK HERE to read the full article.

  • Looking for ways to save money on your next grocery bill? Check out these 20 helpful tips to help you save money! CLICK HERE to learn more.  

  • The government will be extending CERB payments for another four weeks and a new benefit, that pays $400 a week for up to 26 weeks, will be replacing it for those ineligible for employment insurance. C

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Are you or someone in your family a fan of camping? CLICK HERE to find the 11 Best Campgrounds near Vancouver, BC.

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • This month we welcomed our guest speaker, Derek Butcher from RBC Global Asset Management, to The Perler Perspective. Listen to our discussion with Derek about Socially Responsible Investing (SRI), a r

  • CLICK HERE to check out these awesome staycation ideas for the summer.

  • TransLink and BC Transit announced that face masks will be mandatory on public transit across most of the province starting Aug. 24. CLICK HERE to learn more.

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Do you love the outdoors? Take a look at some of these hikes offered in and around the Vancouver area. CLICK HERE to view.

  • Have a listen to our market update for July 2020! Learn what areas of the market are doing well and why. CLICK HERE to watch our new podcast!

  • With the coronavirus aid program scheduled to wrap up this fall, the federal government plans to transition recipients of the Canada Emergency Response Benefit (CERB) to the Employment Insurance (EI)

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Find out which August long weekend events are taking place this year and which have been cancelled. CLICK HERE to learn more.

  • The government announced proposed changes to the Canada Emergency Wage Subsidy (CEWS) on July 17th. If you are a Canadian employer who has a business that has been affected by COVID-19, you could be e

  • Thinking about a major career change? Here are a few tips to help set you up for success! CLICK HERE to learn more.

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Looking for something fun to do this weekend in the safety of your own backyard? How about trying some gardening? CLICK HERE to learn the top 10 gardening tips for beginners.

  • Now that businesses have begun to reopen, is COVID-19 still a risk on the global economy? CLICK HERE to learn more.

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Do you have a severe sweet tooth but don’t have much experience baking? CLICK HERE to check out these 44 easy desserts that will make your mouth water.

  • This month we welcomed our first guest speaker, Jeff Paling from Fidelity Investments, to The Perler Perspective. CLICK HERE to listen to our discussion with Jeff about the effects of COVID-19 on the

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • The PNE is reopening this Friday! CLICK HERE to learn about their safety protocols and what rides will be open.

  • In this episode of  The Perler Perspective, we discuss how the market fared in the month of June 2020 amongst the challenges faced during the current COVID-19 pandemic. CLICK HERE to listen to the pod

  • CLICK HERE  to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Don’t feel like you need life insurance at this time in your life? Learn 3 reasons why getting life insurance in your 20’s or 30’s can benefit you. CLICK HERE to learn more.

  • The Vancouver Aquarium has reopened! If you’re looking for something fun to do with the family this weekend, this might be just the thing! CLICK HERE to learn more.

  • Prime Minister Justin Trudeau offers details on the now-launched Canada Student Service Grant program. The grant to post-secondary students as well as recent graduates provides one-time payments of up

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Now that summer is finally here, it’s the perfect time to check out your local farmers market this weekend! CLICK HERE to learn more.

  • Take a look at our most recent podcast where Harry and David discuss topics like the impacts of COVID-19 on the finance world, what businesses are prospering during the pandemic, how jobs have been af

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Vanessa, one of our wonderful hardworking team members, got her wisdom teeth extracted last week. To help get her through her recovery, we thought she might need a little survival kit with some soft b

  • Looking for some fun Father’s Day activities for this weekend? If so, then check out the link below. CLICK HERE to learn more.

  • Take a look at the latest news regarding what is occurring with CERB. CLICK HERE to learn more.

  • CLICK HERE to view this week’s market update. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Are you curious about how the housing market is currently doing? Well, we were too, here is what we found. CLICK HERE to learn more.

  • Do you know what term life and permanent life insurance are and how they differ from each other? CLICK HERE to learn more.

  • Take a look at this week’s market report – 08/06/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have. CLIC

  • Learn how the Canada Child Benefit can help your family during this difficult time. CLICK HERE to learn more.

  • Are you looking for something fun and safe to do with the family this weekend? Check out this pop-up drive-in movie theatre series happening in New Westminster this weekend. CLICK HERE to learn more.

  •         Here are Harry and David having some fun recording our Monthly Market update which came out earlier this week!                                            ...

  • Do you know when it is the right time to start saving for your child’s education? Take a look at the article below to learn three different strategies to help build flexibility into your child’s educa

  • Take a look at this week’s market report – 01/06/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have. CLIC

  • Don’t forget that today is the filing deadline for your 2019 individual (T1) income tax returns! CLICK HERE to learn more.

  • Are you bored with your current weekend routine and looking for something else you can do? Check out the link below to find a list of 10 free things you can do while stuck at home during COVID-19. CLI

  • Do you know what an RESP is? Check out our video below to learn what an RESP is and 5 reasons why opening an RESP can benefit your children.

  • As a result of the significant financial challenges for seniors from the impacts of COVID-19, the government is now offering increased Old Age Security (OAS) and Guaranteed Income Supplement (GIS) pay

  • Take a look at this week’s market report – MARKET CLOSE 25/05/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you m

  • Is your spouse in a lower tax bracket group? You can’t escape paying tax on income, but you may be able to split some of your income with your spouse, in order to pay less tax as a couple. CLICK HERE 

  • As some stores start to reopen this week, you may notice your shopping experience vary from store to store, particularly when it comes to whether you will be required to wear face masks or not. CLICK

  • COVID-19 may be creating financial difficulties for you, which is why looking into financial assistance options from the government and your service providers are important. CLICK HERE to learn more.

  • Prime Minister Justin Trudeau has confirmed that the United States has agreed to extend the mutual ban on non-essential border crossings for another 30 days. CLICK HERE to learn more.

  • Take a look at this week’s market report – MARKET CLOSE 18/05/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you m

  • 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. A lot has changed in this past couple of months

  • Economic recessions may challenge an investor’s discipline but it is important to remain focused on your long-term financial goals. Economic expansion (the good times) last much longer than the bad ti

  • Find out the latest market news by watching our Market Update for April 2020 below.

  • Take a look at this week’s market report – MARKET CLOSE 11/05/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you m

  • Are you a business owner? If so, check out these BC support programs that might pertain to you and your business. CLICK HERE to learn more.

  • Are you looking for some mother’s day ideas for this weekend? Check out a whole list of places to order goodies and feasts in honour of your mom this Sunday. CLICK HERE to learn more.

  •   Take a look at the next steps for BC to move through the pandemic in BC’s restart plan. CLICK HERE to read the full report.

  • Do you find yourself asking questions like how do you deal with uncertainties as an investor or will coronavirus (COVID-19) lead to a global recession? CLICK HERE to learn more.

  • Take a look at this week’s market report – MARKET CLOSE 04/05/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you m

  • We are currently looking for ideas to name our Perler Wealth podcast which will be coming soon! Check out our Facebook, LinkedIn or Instagram accounts to find out how you can win. The contest starts 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. If you’re struggling for new activities to

  • Take a look at the video on Staying Invested. If you have any questions, be sure to get in touch and we will be more then happy to help. CLICK HERE to view a short video.

  • When the markets fall, what would you do? Ignore the headlines and stay invested, or sell now and buy again later? Read the article below for more information. CLICK HERE to read the article.

  • Take a look at this week’s market report – MARKET CLOSE 27/4/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  • Worried about volatility and your portfolio? Have questions about your investment portfolio during this volatile time? We are here for you.

  • 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. Try these quarantine cooking recipes with ingred

  • Justin Trudeau is offering a $1,250 monthly payment for post-secondary students as a new emergency benefit for students whose education and job prospects have been disrupted by Covid-19. CLICK HERE to

  • Protect yourself against scams, and learn how to recognize fraudulent communication that claims to be from the Canada Revenue Agency (CRA). CLICK HERE to learn more.

  • Take a look at this week’s market report – MARKET CLOSE 20/4/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  • If you have stopped working because of COVID-19, the Canada Emergency Response Benefit (CERB) may provide you with temporary income support. Find out more information and who is eligible via the link

  • 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. With everyone self-distancing, check out this li

  • During periods of market volatility, investment experts usually focus on two key principles: stay invested and continue to build your portfolio. Find out more via the link below. CLICK HERE to read th

  • The Canada Revenue Agency will defer its filing due date for the 2019 tax returns for individuals and certain trusts, as a result of the COVID-19 pandemic. Find out more below, we are happy to answer

  • Take a look at this week’s market report – MARKET CLOSE 13/4/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  • Be sure to watch our Corvid-19 Update.  If you have any questions or further information, please be sure to contact us.    

  • Are you looking for ways to stay connected this Easter weekend? Select the link below to learn how you can create a Facetime call with up to 32 of your family and friends!

  • If you are a small business owner who needed to close due to COVID-19 measures, you may be eligible to have your business’ electricity use charges waived for up to three months. CLICK HERE to le

  • Worried about volatility and your portfolio? Have questions about your investment portfolio during this volatile time? We are here for you. CLICK HERE to learn more.

  • Take a look at this week’s market report – Market Close 6/4/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may

  • Take a look at our Market Update for the month of March 2020. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • An increase in anxiety and stress is normal for everyone during this period of uncertainty. Find simple tips on how to keep positive via the link below. CLICK HERE to learn more.

  • We know these are difficult times for everyone. Click on the link below to find various financial support options in place to help you deal with the strain. CLICK HERE to learn more.

  • Learn three things to remember during times of market volatility. Have a read of the article below to learn more. CLICK HERE to read the article.

  • Take a look at this week’s market report – MARKET CLOSE 30/3/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  • BC is offering a monthly rebate of up to $500 which is meant to help cover rents or portions of rents during the coming months. CLICK HERE to read the article.

  • Looking for ways to stay active while you’re stuck inside? Check out the article below to learn some at-home workout moves to help keep you active and healthy. CLICK HERE to read the article.

  • In the past, there have been many events that have affected the markets. In spite of this, markets have historically bounced back over the long-term. CLICK HERE to learn more.

  • The Canadian Prime Minister Justin Trudeau has now received parliamentary support for his C$82 billion stimulus package to help support an economy being affected by the coronavirus. CLICK HERE to read

  • Take a look at this week’s market report – MARKET CLOSE 23/3/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  • Canada’s six biggest banks, including Bank of Montreal, CIBC, National Bank of Canada, RBC Royal Bank, Scotiabank and TD Bank, are taking action to help their customer’s whose lives have been im

  • Are you a parent that is now adjusting to working from home? Take a look at the article below to learn some helpful tips for parents who are working from home. CLICK HERE to read the article.

  • Experts are saying that Canadians do not need to panic about food shortages amid COVID-19. CLICK HERE to learn more.

  • Take a look at this week’s market report – MARKET CLOSE 16/3/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  • There can be many reasons why now may not be the best time – but you could also be missing out! Find out more by watching our YouTube link below.

  • Take a look at February’s Market Report via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Do you know what the top ten items to take with you in the event of an emergency are? CLICK HERE to learn more.

  • Take a look at this week’s market report – MARKET CLOSE 9/3/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may

  • Whether it is through friends and family, business press, television or the internet, it is easy to become bombarded with investment advice. With so many opinions floating around, you may be wondering

  • 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. Daylight savings is almost here, which means our

  • Want to learn a strategy that can improve your long term investment returns? Check out this video to learn more. CLICK HERE to watch a short clip.

  • Take a look at our Market Update for the month of February 2020. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.

  • Take a look at this week’s market report – MARKET CLOSE 2/3/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may

  • For many retirees, deciding whether or not to downsize can be a struggle. Take a look at the link below to learn several different topics to consider that can help make your decision easier. CLICK HER

  • 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. Whether you’re looking for a romantic geta

  • Take a look at the 2020 Tax Filing and Investment Planning Milestones Checklist via the link below. CLICK HERE to read the checklist.

  • Making important financial decisions for your future can often cause a lot of worry for many of us. Whether you’re an individual nearing retirement and want to know when to begin your CPP/QPP be

  • Take a look at this week’s market report – MARKET CLOSE 24/2/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  • Most of us have some kind of filing system for our important papers in place however, you need someone else to be able to find these documents if an emergency were to happen. Take a look at the articl

  • 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 something exciting t

  • Take a look at our Market Update for the month of January 2020. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have.  

  • Can being optimistic improve your finances? Absolutely! Learn how optimism connects to your financial health and the different steps you can take to become more of an optimist. CLICK HERE to read the

  • Take a look at this week’s market report – MARKET CLOSE 17/2/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  • Our office is closed today but we will be back to our regular hours starting tomorrow (February 18th). See you then!  

  • 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 activities to do this Fami

  • Check out our Youtube video to find out the 10 things you need to know about the TFSA (Tax-Free Savings Account).

  •   Are you prepared if you’re close to retiring and the stock markets decrease? Fortunately, there are strategies that can help with long-term growth. Find out more via the link below, and i

  • Take a look at this week’s market report – MARKET CLOSE 10/2/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  • Whether you’re just starting to think about retirement or you’re getting closer to retiring, saving more is a smart choice. CLICK HERE to read more.  

  • 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. Whether you’re in a relationship or just l

  • Retirement should be a time to enjoy yourself. You may be wondering if you’ll have enough money to cover your current and future expenses during this time. A financial advisor can help ensure your ret

  • How can your Registered Retirement Savings Plan (RRSP) help you? Take a look at the video below to find out more information, and if you have any questions, please let us know.

  • Take a look at this week’s market report – MARKET CLOSE 3/2/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may

  • Did you know that millennials are considered one of the most health-conscious generations? However, being health-conscious does not always protect you from future illnesses and injuries. Having the ri

  • 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 the Port Moody Winter Farmers Market every

  • Are you making the most of your RRSP? Make sure you don’t miss out on these six helpful tips to make the most of your RRSP. CLICK HERE to learn more.

  • It is important to prepare for a change in your career by being aware of the obstacles you may face and learn how to approach them. CLICK HERE to learn more.

  • Take a look at this week’s market report – MARKET CLOSE 27/01/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you m

  • Whether you’re a stay-at-home spouse or you go out to work, ensuring you have insurance is necessary for both. Find out more by clicking the link below and if you have any questions, be sure to

  • 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. Celebrate the Chinese New Year in Vancouver, the

  •   Are you interested in learning more about what a TFSA or RRSP is? Do you know the difference between them and how they can benefit you differently? CLICK HERE to learn about TFSA’s and RRSP’s.

  • Today’s technology has made accessing information easier than ever. However, the majority of Canadians are still turning to trusted persons, like their financial advisor, for their important decisions

  • Take a look at this week’s market report – MARKET CLOSE 20/01/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you m

  • There is no minimum age for opening an RRSP, so you can utilize this opportunity to teach your children important financial lessons and plant the seed of retirement saving in their minds. Have a read

  • With all of the snowfall we have been experiencing lately, it’s now your chance to make the best of it! Get outside and try-out these different activities you can do in the snow, whether it is with th

  • Getting laid off can affect your confidence and the way you may look at future job opportunities. It is important to find ways to stay confident and take care of yourself when facing a job loss. Learn

  • Raising a child from birth can cost you upwards of $250,000. Learn easy steps that you can implement to manage your money before and when your baby arrives. CLICK HERE to read the article.

  • Take a look at this week’s market report – Market Close 13/1/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you ma

  •      It was so great having the chance to see some of our fantastic clients at the annual Perler Movie Day and food drive. We are so grateful to all of you who brought food and donated to the food ban

  • Are you a hockey fan who is looking for ways to save money while still getting their hockey fix? The Vancouver Giants are a local junior hockey team in the Western Hockey League that play home games a

  • When developing a successful retirement income strategy, there are three important considerations to keep in mind, which include Annuities, Systematic Withdrawal Plans, and Guaranteed Lifetime Income

  • Did you know that there is a difference between the taxation of registered and non-registered investment accounts? Watch the video clip below to gain a further understanding of taxation and how it can

  • Take a look at this week’s market report – MARKET CLOSE 6/1/20, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may

  • Winning big in the lottery is not the only way you might find yourself managing a large sum of cash, this could happen through an inheritance, insurance proceeds, the sale of a home or vacation proper

  • Our blog is full of articles Monday through Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Looking for something fun to do with the family bef

  • With the new year, there comes a new set of goals and resolutions. Learn strategies you can implement to help you stick to your New Year’s resolutions for 2020. CLICK HERE to learn more.  

  • Happy New Year everyone! Welcome to the year 2020!

  • Couples with no children have become one of today’s hidden demographics. Nationally, there is almost an even split between couple households – 51% with children and 49% without children. CLICK HERE to

  • Is it possible that you may make rash decisions at times when investing? Stressors like hunger, lack of sleep, anxiety, and fear can affect your decision making choices which may lead to a choice that

  • Our blog is full of articles Monday through Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Christmas may have come and gone but the Canyon Lig

  • Happy holidays from the Perler Wealth family! Our office will be open by appointment only, starting on December 24th, 2019. We will be back to our regular hours on January 2nd, 2020. Please give us a

  • Our blog is full of articles Monday through Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Reminding you that this weekend is your last opport

  • Parent’s instinctually want to help their children. However, the closer retirement starts to approach the more difficult this idea may seem to become. Consider some different strategies that may enabl

  • When the time comes to distribute the assets you have to your heirs, it can be a very sensitive and emotional experience for them. Severe discord amongst your heirs may potentially even lead to legal

  • Take a look at this week’s market report – MARKET CLOSE – 16/12/19, 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

  • Sending a big thank you to the staff members who came to take part in volunteering with us last week in the soup kitchen at Paul’s Place in Port Coquitlam. It was so much fun volunteering with the Per

  • Our blog is full of articles Monday through Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Experience one of the world’s largest indoor Christ

  • It is important to plan for the unexpected by implementing methods that will protect the lifestyle you have and the ones you love most. If you are interested in learning more, feel free to give us a c

  • The million-dollar question most people are asking themselves nowadays is, “how much money will I need to retire?” The answer to this question carries a lot of weight in guiding a person’s financial a

  • Take a look at this week’s market report – MARKET CLOSE – 09/12/19, 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

  • Is your debt weighing you down and preventing you from doing the things that are important to you? Learn strategies that can help you eliminate your debt and allow you to do the things you want to do.

  • Our blog is full of articles Monday through Thursday that focuses on the financial industry. On Fridays, we like to post some ideas for the weekend. Travel up the gondola to Vancouver’s North Pole and

  • As you become older, it is important to take the time to manage and understand your income sources. As a result, tax burdens may become reduced or delayed. Take a look at the article below to find som

  • Many people are aware of the financial planning required in preparation for their retirement. However, they do not consider the social and emotional side that might affect them later in life during re

  • Take a look at this week’s market report – MARKET CLOSE – 02/12/19, via the link below. Feel free to give us a call at 604 468 0888, we would be more than happy to answer any questions you may have. C

  • We know it’s tempting to spend more but stay strong and stick to the budget that you created!    

  • 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. This weekend, why not check out a dazzling light

  • There are many financial matters that need to be taken into account while you are away from your home. CLICK HERE to find out more!

  • Avoid confusion and find out if you have the right insurance, by reading our handy information sheet in the link.–>CLICK HERE And don’t forget that you can call us anytime for more info

  • Take a look at this week’s market report – MARKET CLOSE – 25/11/19, 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

  • Check out our “Tuesday Take Away” every Tuesday on our Perler Wealth Instagram! Click the link to take a look! –> www.instagram.com/perlerwealth

  • 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 this winter wonderland and get i

  • Do you need help with your mortgage? Whether you are purchasing a new home, renewing your mortgage, or refinancing, we can help. Through our strategic partnership with Dominion Lending Centres, we can

  • Keep yourself informed with the various aspects of the financial planning industry. Discover the best ways to financially care for your family and set them up for success with our monthly e-newsletter

  • Have a read of this weeks market report – MARKET CLOSE – 18/11/19, via the link below. We are always happy to answer any questions or queries you may have. Give us a call at 604 468 0888.

  • As your paycheck gets smaller, and your bills continue, disability leave can prove to be a stressful time for anyone. Here are some ways to ensure you are fully prepared to return to work, as well as

  • 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. Looking for some fun for the kids while the weat

  • Financial planning is a strategy to achieve your life’s objectives through meticulous management of your finances. Learn more from our latest Youtube video!

  • At retirement, your priorities switch from saving money to ensuring you have a steady income when you are no longer working. Payout Annuities can provide you with a fixed income and cover your monthly

  • Have a read of this week’s market report – MARKET CLOSE – 11/11/19, via the link below. We are always happy to answer any questions or queries you may have. Give us a call at 604 468

  • Our office is closed today but if you have any questions, we will be happy to answer them tomorrow.

  • This is only one of the many questions you should ask when developing your estate plan. Contact us for more information today at 604-468-0888!

  • 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.

  • If your property has outgrown your lifestyle then downsizing could be an option for you and may give you a more comfortable retirement. Find out more information via the link below and if you have any

  • Have a read of this week’s market report – MARKET CLOSE – 04/10/19, via the link below. We are always happy to answer any questions or queries you may have. Give us a call at 604 468

  • If you are looking to start a new chapter in life, finding a credible mortgage broker can be difficult, but we can make it easier for you. Find out more information by speaking with Harry or David tod

  • 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. The weather may be getting darker and colder but

  • Single to married, married to divorced, or married to widowed – a shift in your marital status brings about major changes in your life… including your finances. Take a read of this article to fi

  • We provide the correct advice, products, and services which include investment management, retirement and estate planning, insurance solutions, and tax planning to help you reach your financial goals

  • If you become disabled and cannot work, do you have enough long-term disability (LTD) insurance to replace your income? Find out more by clicking on the link below! CLICK HERE to read the article.

  • Take a look at this week’s market report – MARKET CLOSE – 28/10/19, via the link below. We are always happy to answer any questions or queries you might have. Give us a call at 604 4

  • To make the necessary and immediate decisions somewhat easier, here are some things you could do now to be better prepared for the dreaded event. CLICK HERE to learn more.  

  • 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. Looking for something SCARY to do this Halloween

  • Super excited for our Annual Harvest Day Client Appreciation Brunch tomorrow! The prep work making goody bags for all the kids has been completed! We wanted to show them all to you but then realized t

  • Thinking about spending your extra cash on a trip away? Or maybe you should hold onto it for your retirement… Take a read of this article to learn more & you can always give us a call at 604

  • Subscribe to our Youtube channel to keep yourself informed each time we post a new video!

  • Have a read of this week’s market report – MARKET CLOSE – 21/10/19, via the link below. We are always happy to answer any questions or queries you may have. Give us a call at 604 468

  • Budgeting, investing or simply maintaining your financial records can have a hugely positive effect on your finances. Take a read of this article to find out more! CLICK HERE to read the article.

  • 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