Find a CEA

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, EPC

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.com

Mutual 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

My
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

Over 25 years assisting Clients with Retirement Planning, Estate Planning & Tax Planning.

Licenced with Insurance Council of BC (Life Insurance), CIRO (Securities) and FP Canada (CFP).

Wealth management services

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

B.Comm., LL.B., M.Int.Tax, M.F.Acc., C.E.A., C.F.E., C.F.I.

I am a lawyer whose practice focuses on civil, administrative, and criminal litigation.

About Me

With over 35 years of financial services experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and their families, estates & trusts, and charitable and business organizations.

Winning 4 merit awards (The MERIT Award is an integrated TD Wealth program that rewards and recognizes the exceptional achievements of the top employees across the organization. It focuses on  Motivation, Excellence, Results, Integrity, Teamwork)

I continue to strive to understand our clients evolving needs and provide advice and solutions to match their needs.

I hold the Personal Financial Planning designation as well as the professional a certificate in Retirement Strategy and Wealth Management Techniques.

Family and community involvement is important to me. I actively participate in various events and fund raisers including: Big Brother Big Sisters, Million Dollar Smiles and Juvenile Ride for Diabetes, Yellow Brick House and Hope Worldwide of Canada.

Helping you achieve your vision of success

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.