Harry Perler - CFP, CEO

harry_perler

Harry Perler, CFP

CEO, Perler Financial Group

P: 604.468.0888

F: 604.468.0887
This e-mail address is being protected from spambots. You need JavaScript enabled to view it

" ... Sustained thrift, industry, application, intelligence, are the only things that ever do, or ever will, create prosperity ... "

Theodore Roosevelt


Include Me!

My clients receive monthly E-Newsletters with Financial Planning, Perler Event & Community Event Information. If you would like to receive these monthly E-Newsletters, please call our office at 604.468.0888 or send us an email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it with “INCLUDE ME” in the subject line
Home The beginner Investor Investing 101
Investing 101 PDF Print E-mail

The following I find helpful in explaining the different concepts & ideas about investing.  Please don't hesitate to contact me should you have any questions regarding the information provided. 

Understanding your investments:

Investments 101 -> This brochure from the CSA (Canadian Securities Administrator) gives a brief description about the different types of investments

Investments at a glance -> This brochure from the CSA gives a description of the different types of investments along with the return, the risk, costs, and other information

Understanding Mutual Funds -> This brochure from the CSA gives information on what Mutual Funds are, types of investments, risks, costs, questions to ask, and more...

Knowing Your Investments -> This link takes you to investright.org.  It provides information on Monitoring your portfolio, Understanding Company Material & Following the Market

About Investments -> This link takes you to investright.org.  It provides information on The Basics of Investing, Private Company Investing, High Risk Investments, Cash & Fixed Income Securities, Investment Funds, and Shares

Capital Gains & Losses on Investments - Explained -> This link takes you to a PDF from Dynamic Funds.  It provides some excellent information on Capital Gains & Losses.

The following sites are also a great resource for additional information:

CSA (Canadian Seurities Administrator):  In this section, you'll find current information, brochures and tools to help you learn about your rights and responsibilities as an investor, how to protect your money and how to avoid frauds and scams.

BCSC (British Columbia Securities Commission):  Offering educational sessions for the beginner investor

Investright.org (BCSC's Investor Education program):  Providing information for investors on being an informed investor, working with an advisor, following the market, spotting investment scams, and more...