My name is Paul Peios, I'm a licensed financial advisor. I hold the Chartered Investment Manager (CIM®), Designated Financial Services Advisor (DFSA™) designation, Certified Executor (CEA®), and Certified Financial Planner, (CFP®) designations.
Our family is proud to be raising four beautiful daughters in Vaughan, a city just north of Toronto. Food is a passion of ours, we love expressing our culinary skills. I'm an aspiring grill master, enjoy golfing, espresso, winery/museum tours, and family adventures.
Professionally, I believe in taking a holistic approach to financial well-being, this considers family dynamics and the complexities of interdependent financial goals. Focusing on the person and their family is what we call human-centred complete wealth strategies.
I provide a personal approach to:
• Investments, RRSP, RRIF, TFSA, RESP, RDSP
• Trusts & corporate accounts
• Inheritance/succession strategies
• Insurance & protection planning
• Planning for & living in retirement
• Intergenerational, estate, & legacy considerations
• Individual Pension Plans (IPPs) & other business owner considerations
I am a lawyer practicing 20 years in general practice but with a strong focus on wills, estates, and estate administration. My team and I obtain grants of probate and manage all aspects of many estates every year.
The intention behind my drive to become an advisor was predominantly my family and the immense pleasure I get from helping people. An unfortunate incident in my life led me to deliberate that how essential it is to prepare for the unexpected. I want to assist my clients by listening to their stories and life struggles and give them wholesome advise on the comprehensive spectrum.
Prior to Edward Jones I have been an advisor with Sun Life Financial for 7 years. There is a lot more to offer for clients which enables us to deepen our relationships with our clients with customized solutions.
I can guide you and plan for a well-rounded strategy for the unexpected, transitional planning, estate consideration and strategies to diversify a portfolio and be more tax savvy. My goal is to explain multifaceted topics with assurance so that it is comprehended by you to have an ongoing financial startegy for the future.
I was born in Russia and then moved to Germany at 2 years of age. My family moved to Canada in 2009. I proudly call this picturesque country my home now as I received my Canadian citizenship last year in April. I speak Russian, German and took Latin degree.
When I am not working, I love the outdoors and enjoy nature. I admire watching the sunset, hunting, fishing, hiking and walking. I also like to take care of my health as it is as valuable as your wealth.
I am certainly looking for different ways to be involved in the community in Flin Flon and getting to know everyone in this beautiful town.
One-size-fits-all may be adequate for some investors, but I trust investments should be personalized to your needs and not loosely based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, I can offer investment solutions tailored to all your financial goals.
At Safety Bay Financial we create personalized plans to help individuals and families secure their financial safety through all stages of their lives.
With over 15 years experience in helping clients create, protect and preserve wealth I have found that no two situations are the same.
Through open conversation we are able to work with clients to determine what is really important to them. Allowing our clients the opportunity to make the most informed decisions about the arrangement of their overall assets.
Shawn Perkins CFP CEA
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