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Latest News

Monday Morning Quarterback - January 15th, 2018

MARKET NEWS

Canada • DEC Housing Starts was down (-13.8%), dominated by urban multiple unit...

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Monday Morning Quarterback - January 10th, 2018

MARKET NEWS

Canada

•DEC unemployment rate fell from 5.9% to 5.7%, lowest in 40 years,...

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Monday Morning Quarterback - December 4th, 2017

MARKET NEWS

Canada

• NOV Unemployment fell to 5.9 % with Q3 GDP growing at 1.7 %...

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Monday Morning Quarterback - November 27th, 2017

MARKET NEWS

Canada • SEP Retail Sales rose 0.1 % m/m but SEP Wholesale Sales...

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Monday Morning Quarterback - November 20, 2017

MARKET NEWS

Canada

•Oct. employment saw participation rate increase to 6.3 % and average hourly earnings...

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Monday Morning Quarterback - October 23, 2017

MARKET NEWSCanada

• Sept. CPI was 1.6 %, up 0.2 % m/m

• Aug. Retail Sales...

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HPerler WebsiteHarry Perler is the CEO and co-founder of Perler Financial Group, and offers over 25 years of dedication, experience, and knowledge in the financial industry. He has established himself in this profession based on a foundation of unparalleled financial planning skills, exhaustive industry resources, and above all else exceptional client relations. The combination of these three principles allows Harry to achieve his ultimate goal of guiding his clients to their personal and financial goals in the most cost and tax efficient way.  

Harry’s skill, knowledge, and experience in the financial planning industry are exemplary, leading him to be named Worldsoruce Financial Management’s Top Performer since the year 2000.  He holds the designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Executor Advisor (CEA), and Certified Professional Consultant on Aging (CPCA) and is a member in good standing of Advocis (Financial Advisors Association of Canada) the Financial Planners Standards Council (FPSC), The Institute for Advanced Financial Education, and subscribes to their respective codes of ethics and standards of conduct. Additionally, Harry is the recipient of many Financial Planning industry's top achievement awards such as the Million Dollar Round Table (MDRT) and the President's Club. 

In addition to these skills, Harry has the resources to service your needs effectively. He has access to the extensive resources needed to complete a comprehensive financial plan that you would find in a large firm, but also provides the communication and care to his clients that is found in a boutique business. Harry keeps current with his knowledge to ensure you, the client, receive the appropriate advice.  Harry is a lifelong learner, and his relationship with leading financial institutions provides him with extensive resources that offer ongoing education and training.  He has built a team in his firm to possess strong technical and client servicing skills; however, in a unique circumstance that may require more complex planning, he has access to specialists in particular fields, to ensure his clients’ needs are fully tended to. 

Harry’s relationship with his clients is what drives his success in the financial planning industry. He is a family man above all else and his work environment has grown to be an extension of his family; Harry genuinely cares for each of his clients.  He aims to develop strong personal bonds with his clients to make them feel at home with him and his support team. He wants to provide services far beyond your expectations, whether that may be illustrated through outstanding personalized servicing or with unmatched skill set and knowledge in the financial planning industry.  He feels fortunate that he holds a position to help make his client’s goals come to fruition.

Harry is a very competitive person, but rather than blind competition, he sets realistic goals. The things he cares the most about he is determined to be the best at, and the thing he is most passionate about is taking care of people. He is dedicated to being the best at caring for his client’s personal welfare, be it financial or otherwise; to his client’s he will always be loyal, hardworking, and genuine. His dedication to his profession is not work, it’s who he is. In and out of the office he is the same person, constantly having a genuine concern for others and working to be his best.

This work ethic has translated naturally to numerous service initiatives. He serviced as a Past-President and long-time member of the Haney Rotary, and has follows the motto of “Service Above Self” as a guiding principle in his commitment to both his clients and community.  

Harry will always keep his clients’ best interests at heart by providing quality, unbiased and trustworthy advice to assist in achieving personal financial objectives.  He will continue to strive to exceed his clients’ expectations in terms of service and advice, to contribute to his clients’ wellbeing, and to help his clients grow and protect wealth for themselves and future generations.

Get in Touch!

Irvine Financial

4553 Uplands Dr.

Nanaimo, BC, V9T 6M8

TollFree: 1-877-508-2288

T: (250) 390-4795

F: (250) 585-0378

E:

W: www.IrvineFinancial.com

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Irvine Financial.