About Us
Your Wealth Management Experts
OUR MISSION
Our Mission Statement
We will always keep our clients’ best interests at heart by providing quality, unbiased, and trustworthy advice to assist in achieving personal financial objectives.
We will continue to strive to exceed our clients’ expectations in terms of service and advice, contribute to our client’s well-being, and help our clients grow and protect wealth for themselves and future generations.
30+
years experience
OUR VALUES
We Value Our Relationship With You
Integrity
Act with the highest level of professional integrity, placing your interest above our own.
Communication
Fostering positive relationships through a deep understanding by listening.
Innovation & Education
Exploring new technology and keeping up-to-date on the industry markets.
YOUR BENEFITS
Why Work With a Certified Financial Planner?
A Certified Financial Planner is recognizable by the abbreviation CFP. This designation indicates that the individual maintains internationally recognized standards of knowledge, skills, abilities, and ethics in the financial planning industry.
Harry Perler, David Olejnik and Kevin Kinrade all hold a CFP designation.
A CFP is held to standards that ensure the client’s financial future will be handled by a qualified professional who will always put the client’s interest ahead of their own and shall do so with the care required by a fiduciary.
The CFP designation assures competence in financial planning through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to the Financial Planning Standards Council code of ethics, practice standards, and the rules and regulations of their professional body.
OUR HISTORY
History of Perler Financial Group
1992-1993
Perler Financial Group Established
Harry Perler entered the industry. The partnership of Perler Financial Group was formed with his wife and business partner, Anita Perler.
1999
Worldsource Financial Management
Harry joined the mutual fund dealer, Worldsource Financial Management (then called CMG) He soon was recognized as the dealer’s Top Advisor in the country.
2001
Nanaimo Sub-Branch
The first sub-branch opened in Nanaimo.
2006
Incorporation
Perler Financial Group incorporated.
2009
Laura Seekings Joins
Laura Seekings joined Perler Financial Group. This was the start of the development of our Planning Department.
2015
David Olejnik Joins
Financial Planner, David Olejnik joined Perler Financial Group, working closely alongside Harry Perler.
2018
Leslie Marsden Promoted to Operations Manager
Leslie Marsden assumed the role of Operations Manager for Perler Financial Group, and soon after as Branch Manager. This is the first time in the company’s history Perler Financial Group had a Branch Manager aside from Harry or Anita Perler.
2020
Chilliwack Sub-Branch
The first sub-branch opened in Chilliwack.
2021
Kevin Kinrade Joins
Financial Planner, Kevin Kinrade joined Perler Financial Group, working closely alongside Harry Perler and David Olejnik.
CHARITABLE GIVING
Charities We Work With
We value giving back to our local community. Below are a handful of the organizations we are currently in support of.
In March of 2022, we also decided to join forces with PrintReleaf to offset our office paper consumption, find out how many trees we have since replanted.
Helping you get to where you want to go
Set up a meeting and begin taking control of your financial future