I am the CEO and co-founder of Perler Financial Group, and offer you over 25 years of dedication, experience, and knowledge in the financial industry.
I have established myself in this profession based on a foundation of unparalleled financial skills, exhaustive industry resources, and above all else exceptional client relations.
The combination of these three principles allows me to achieve my ultimate goal of guiding my clients to their personal and financial goals in the most cost and tax efficient ways possible.
My skill, knowledge, and experience in the financial industry are exemplary, leading me to be named Worldsource Financial Management’s advisor of the year since 2000.
I hold the designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Executor Advisor (CEA), and Certified Professional Consultant on Aging (CPCA) and I am 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 subscribe to their respective codes of ethics and standards of conduct. Additionally, I am the recipient of many Financial Planning industry’s top achievement awards such as the Million Dollar Round Table (MDRT) and the President’s Club. My knowledge in financial planning and overall experience in the industry ensures my client’s financial journey smooth and objectives attainable.
In addition to skills, I have the resources to service your needs effectively. I am privileged to the extensive resources needed to complete a thorough financial plan that you would find at a large firm, but also provide the communication and care to my clients that is found in a boutique business.
To guarantee my clients receive the best advice I keep current in my knowledge to provide you the most appropriate information. I am a lifelong learner, and my relationship with leading financial institutions provides me with extensive resources that offer ongoing education and training. I have built a team in my office that possess the strongest technical and client servicing skills possible. In a unique circumstance that may require more complex planning, I have access to specialists in particular fields, to ensure my clients’ needs are fully tended to. My goal is to maintain an ever expanding and specializing business while keeping my client’s experience individual and personalized.
My relationship with my clients is what drives my success in the financial industry. I am a family man above all else; everything I do is for the people I care about. My work has grown to be an extension of my family. I genuinely care for each of my clients to the point where I truly see them all as family.
My goal is to develop strong social bonds with my clients and to provide services far beyond their expectations, be that with rounds of golf, tickets to sporting events, or parties at my home. I am lucky that I hold a position to help my clients see their dreams come to fruition and invite the opportunity to celebrate with them any chance I get.
I am a very competitive person, but more so than blind competition, I set realistic goals. The things I care the most about I am determined to be the best at, and the thing I am most passionate about is taking care of people. I am dedicated to being the best at caring for my client’s lives; to them I will always be loyal, hardworking, and genuine. My dedication to my profession is not work, it’s who I am. In and out of the office I am the same person, constantly looking out for people and working to be my best. This work ethic has translated naturally to numerous service initiatives. I serviced as a Past-President and long-time member of the Haney Rotary, and have followed the motto of “Service Above Self” as a guiding principle in my commitment to both my clients and community.
My work and passions align when my clients reach their personal and financial goals, and I look forward to meeting you and finding ways to help you find success in your life.
Email Harry: firstname.lastname@example.org
Phone: 604-468-0888 ext. 32