Find a CEA

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.

My decision to become a financial advisor was shaped by both personal experience and a desire to serve families in a meaningful way. An unexpected life event early in my life reinforced the importance of preparing for the unforeseen. That experience continues to guide how I work with clients today — by listening carefully, understanding what matters most to them, and building thoughtful strategies designed to support their long-term goals.

Before joining Edward Jones, I spent seven years as an advisor with Sun Life Financial. I bring over a decade of experience in financial services to my practice. At Edward Jones, we focus on developing deep, long-term relationships and providing personalized strategies based on each client’s unique circumstances.

As a Financial Advisor and Financial Planner, I hold the CERTIFIED FINANCIAL PLANNER® certification, Certified Executor Advisor (CEA®), Elder Planning Counselor (EPC™), Chartered Professional Consultant on Aging (CPCA®), and Certified Divorce Specialist (CDS®) designations, which support the guidance I provide in areas such as:

Retirement income planning
Estate and legacy considerations
Intergenerational wealth transfer strategies
Divorce financial planning support
Aging and later-life planning
Tax-efficient investment strategies
Risk management and insurance planning

My goal is to explain complex financial concepts in a clear and straightforward manner so clients feel confident and informed when making decisions about their future.

I was born in Russia, raised in Germany, and moved to Canada in 2009. I proudly became a Canadian citizen in 2019 and now call this country home. I speak Russian and German and hold a Latin degree. Outside of the office, I enjoy spending time outdoors — hunting, fishing, hiking, and staying active. I believe maintaining your health is just as important as building and protecting your wealth.

Community involvement has always been important to me. I previously volunteered with the Rotary Club and serve on the local museum board. I currently also serve with the Denare Beach Volunteer Fire Department, supporting the safety and well-being of our community.
I believe financial strategies should be personalized — reflecting your values, priorities, and long-term objectives — rather than relying on a one-size-fits-all approach.

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

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