Independence….

Access to numerous Investment and insurance products; providing what is most suitable to YOU

There are several different aspects to Financial Planning.  Be sure to look read: “The Six Step Process of Personal Financial Planning Implemented by Harry Perler, CFP”. 

When Harry provides recommendations and alternative solutions to incorporate into your financial plan and to meet your personal goals, he may recommend specific investment products and / or insurance products.  Harry has access to a very wide variety of investments, banking products, income protection and other financial products. His affiliation with a variety of Investment, banking and life Insurance companies enables him to provide you with a product you need, regardless of which company it is obtained from; thus providing you with unbiased recommendations.

Listed below is a list of some of services and products Harry Perler provides:

• Financial Planning
• Retirement Planning
• Wealth Accumulation
• Estate Planning
• Tax Planning
• Risk Management Plans
• Employee Benefit Plans
• Business Continuation Plans
• Charitable Giving Planning
• Education Savings Plans

• Mutual Funds
• TFSA
• RRSP
• LIF
• RRIF
• RESP
• GIC
• Segregated Funds
• Annuities
• Life Insurance
• Mortgage Insurance
• Disability Insurance
• Business & Key Person Insurance
• Critical Illness Insurance
• Group Pension RRSPs & Insurance

Worldsource Financial Management Inc., sponsoring mutual fund dealer.

Additional products and services provided through Perler Financial Group.