“Our relationship with you is unique and personal”
We implement a process which we refer to as The Perler Wealth Management Process. This process was developed and perfected by our founding Advisor Harry Perler over the last 30+ years, synergistically blending a balanced strategy of customized service, planning, investment opportunities and risk management.
The Perler Wealth Management Process is our holistic approach individually tailored to help individuals, professionals, and business owners manage their finances during each stage of their life and reach all their financial goals in the most tax and cost-effective way.
Harry is the CEO and co-founder of Perler Financial Group, and offers you over 25 years of dedication, experience, and knowledge in the financial industry.
Harry has established himself in this profession by using a foundation of unparalleled financial skills, exhausting industry resources, and, above all else, possessing exceptional client relations.
The combination of these three principles allows Harry to achieve his ultimate goal of guiding his clients to their personal and financial goals in the most cost and tax efficient ways possible.
David was born in Hamilton and raised in Burlington, Ontario. After graduating with honours from Western University with a Bachelor of Arts Specialization in International Relations, David moved to British Columbia in 2013. David joins Perler Financial Group after working as a Financial Advisor with Scotia Bank. He has successfully completed the Investment Funds in Canada course through the Canadian Securities Institute and holds the Certified Financial Planner (CFP) designation.