Independence

The advisors at Perler Financial offer a wide variety of investment products and are not restricted to use resources from only one product provider. Our affiliation with a variety of investment companies ensures you will receive the best investment products that suit your needs, regardless of the company it is placed with.

Financial Planning

When creating your customized financial plan, it may incorporate protection and investment products. In addition to your investments, your plan may include a selection of the items listed below. Upon completing a customized financial plan, your Financial Planner will determine the right services and products you require. Be sure to contact your Financial Planner to find out what products are most suitable for you.

Registered Plans and Products

  • Mutual Funds
  • Tax-Free Savings Accounts (TFSA)
  • Registered Retirement Savings Plans (RRSP)
  • Life Income Funds (LIF)
  • Registered Retirement Income Funds (RRIF)
  • Registered Education Savings Plan (RESP)
  • Guaranteed Investment Certificate (GIC)
  • Segregated Funds

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 Perler Financial Group.