Harry Perler’s genuine passion is an unwavering desire to help people. His role as a Certified Financial Planner (CFP) positions him to completely assist you. Harry has a holistic approach to financial planning taking into consideration your personal situation in its entirety. He starts by amalgamating your current financial circumstance with all your personal goals, focusing on where you are now and where you see yourself in the future. Equipped with a detailed understanding of your life’s trajectory, Harry can provide you with a customized route to achieving both your financial and personal goals. Whether you are planning to buy a home, save for your children’s education, progress into retirement, or simply organize your finances, a holistic plan will set you in the right direction. Harry has seen how holistic advice better prepares you to make everyday decisions ensuring your long-term financial objectives are efficiently reached.
A holistic plan is a continuous life long procedure, requiring your active participation throughout each step of the financial planning process. To maintain a thorough understanding of your financial and personal circumstance, Harry is constantly monitoring and updating your plan, keeping you on track as you move through life’s milestones. He requires your input on changing goals, managing risk, securing retirement, supporting charitable cause, transferring assets between generations, and ultimately achieving sustainable financial independence. By taking a big picture view of your finances, and regularly engaging with you, Harry’s recommendations will continuously move you towards your goals while constantly reflecting your personal values. A holistic approach truly allows Harry to fulfill his passion of taking care of you and your finances in each stage of your life by ensuring you can achieve all your goals in the most tax and cost efficient way possible.
www.HarryPerler.comMutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Perler Financial Group
priorities have remained unchanged for 45 years; preservation of total
portfolio (household included),
earning a respectable tax preferred investment income and lowering your
personal tax burden annually.
Designations: EPC, CPCA, CEA
Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death.
We have a team of Certified Executor Advisors available to support you through the complex administrative process that comes after a death.
We believe that grief is hard enough. We are dedicated to making final documents simple.
Call us today to get started.
306-500-9625 or toll-free at 1-800-500-2135
At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
Specialize in Retirement/Estate planning. My credentials are 30+yrs in the industry with a CLU and CIM.
As a former teacher, my goal is to help people clearly understand what is important to them and why it is important. Your financial plan should reflect who you are and what you want to accomplish. As an independent insurance and investment broker, I am able to access financial services and products to help you make the most of your money. I have been a financial advisor since 1992.
My goal is to help you utilize both insurance and investment products so you get the maximum value out of them for now, for retirement and for your legacy.
In 2012 I was introduced to the Infinite Banking Concept. This was revolutionary to me as I had been trained that all people need is term life insurance, RRSP’s and mutual funds. Here was a concept suggesting that properly structured Dividend Paying Whole Life Insurance should be the foundation and the real driving force of a solid financial plan. It was not about the death benefit or investment rates of return. Rather it was about the LIVING benefits. It was about uninterrupted compounding interest. It was about growing your wealth tax-free for the rest of your life and having full access, use and control of your money. It was about cash flow management. Essentially it is a tax-free wealth building tool that carries so many benefits.
With the Infinite Banking Concept you:
Build wealth. Build cash flow. Build a family legacy.
By combining products from the life insurance industry with good, solid products from the investment industry, you are giving yourself the best options available for life, for retirement and for your legacy.
I am a Senior Wealth Advisor with the CFP and CPCA credentials. I have 25 years of experience working with families providing a holistic Wealth Management approach. I recommend personalized, diversified and discipline asset management solutions along with tax minimization and estate and retirement planning.
I am a CERTIFIED FINANCIAL PLANNER® with TD Wealth Financial Planning and more than 25 years of experience in the financial industry. I ensure my clients have financial peace of mind and security by looking at their holistic financial picture and advising them on the best solutions to meet their financial goals.
I have spent the past 25 years working with businesses in finance and administration, building the trust of peers and clients. Through this work I improved processes resulting in more efficient and profitable companies. It was during this time that I was first named as an executor. I discovered that my knowledge regarding financial issues and tax laws, as well as my organizational skills, were valued assets to help make decisions that are in the best interest of an estate. After being asked to be an executor for the fifth time by another colleague, I furthered my education by obtaining the Certified Executor Advisor certification through the Canadian Institute of Certified Executor Advisors.
Benjamin Pinfold is an associate of Liddiard Law, his practice focuses on Wills, Estates, and Civil Litigation.
He received his BA from Brock University in 2018, his JD from Western University in 2021, and was called to the bar in 2022.
Canadian Heritage Wealth & Estate provides retirement investment advice, estate planning advice, and business succession advice to individuals in Ontario.
Jeffrey Poirier, Financial Advisor
CFP, CLU, CHS, RIS
A graduate of McGill Univesity, Sandy is Founder and Principal at Trimaran Financial. Sandy is a Financial Advisor specializing in financial, estate, and retirement planning for more than 25 years. She partners with her clients to help them control and protect their life's work by making wise choices. Working collaboratively with her client's professional advisors, Sandy provides clarity to identify the best solutions to help self-employed professionals and business owners find the right solutions to implement and achieve their financial security and independence goals.