Harry Perler

Financial Advisor
Results Delivery, Strategy, Transformation
15 Years

Harry Perler

Financial Advisor | Worldsource Financial Management Inc.

CEO & Co-founder | Perler Financial Group

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Harry Perler

  • Financial Advisor | Worldsource Financial Management Inc.
  • CEO & Co-founder | Perler Financial Group
  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)
  • Certified Executor Advisor (CEA)
  • Certified Professional Consultant on Aging (CPCA)
  • Canadian Securities Course, Canadian Securities Institute
LinkedIn: PerlerWealth-HarryPerler

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As CEO and co-founder of Perler Financial Group, I offer you over 30 years of experience in the financial industry. The financial industry is extremely dynamic and therefore requires that professionals like myself are diligent in staying up to date with new changes. I continuously educate myself to stay current with tax laws, investment markets, and financial products. I am always looking for ways to expand and improve on our firm’s ability to help you achieve your goals.

As a Certified Financial Planner, my profession and passion align in giving me the opportunity to care for you and your families. It is my objective to protect your wealth and assist you in reaching your personal and financial goals in the most tax and cost-efficient way possible.

Helping you is about more than just numbers for me. I am excited to get to know you, learn about what is most important to you and your family, and assist you in any way that I can, through all your life’s milestones. If there is anything you may need, be it related to financial matters or anything else, please do not hesitate to ask as it is my genuine pleasure to help you any way I can.

My family is the cornerstone of my life and making sure that they are looked after is very important to me. The same is true for many of my clients. My goal is to develop a strong personal relationship with you, to make you feel comfortable with me and my support team. I want to provide services that exceed your expectations and make you feel confident that your family is well looked after. I pride myself on outstanding personalized service and unmatched knowledge in financial planning. I promise to always be loyal, hardworking, and genuine. In and out of the office I am the same person, continuously having a genuine concern for others and working to be my best.

Associations & Organizations

  • Financial Planners Standards Council (FPSC)
  • The Institute for Advanced Financial Education
  • Age-Friendly Business
  • Canadian Institution of Certified Executor Advisors
  • Advocis (Financial Advisors Association of Canada)

Helping you get to where you want to go

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