Asset Management Firm in Vancouver

We are a Asset Management Firm in Vancouver

 

Harry Perler & David Olejnik: Certified Financial Advisors

 

Harry Perler and David Olejnik of  Perler Financial Group, an Asset Management firm in Vancouver, specialize in Wealth Management,  Income protection and other areas within financial planning. By providing reliable service in the Greater Vancouver area and establishing a relationship that is unique and personal, Harry Perler and David Olejnik will create a customized financial plan specifically to meet your financial needs.

Whether you have assets such as an RSP, RESP, TFSA, Mutual Funds or more, it is important that they are managed in a financial plan to meet your personal financial goals.  Our Asset Management Firm in Vancouver provides as plan that is encompassed in ‘The Perler Wealth Management Process’.   This process is fully comprehensive with regular reviews to reposition and rebalance your portfolio as necessary to help you achieve your goals.

Benefitting From An Asset & Wealth Management Firm in Vancouver

The  Perler Wealth Management Process   is structured to facilitate you reaching your personal financial goals.  The process involves building a foundation, learning more about you, identifying obstacles and opportunities, building your plan, implementing recommendations, then reviewing and revising.

The Perler Wealth Management Process was developed and perfected by our founding advisor Harry Perler over the last 30+ years.  The Perler Wealth Management Process is our holistic approach to financial planning. We believe in individually tailored planning to help you and your family manage your finances during each stage of your life and reach your financial goals in the most tax and cost-effective way.

Investment management, retirement and estate planning, insurance solutions, and tax planning are all components of wealth management. When all these aspects are working together it can help you reach your goals and enhance your family’s financial position.

Having a single individual or team providing you with the advice, products, and services that you require ensures that all the ‘pieces’ of your financial picture are considered continuously.

By trusting us with your family’s wealth management you will ensure that no opportunity is left unrealized and that the financial strategies we recommend work symbiotically.

As a Asset Management firm in Vancouver, we are proud to service the Lower Mainland area.

Contact us now to book a consultation

Asset Management Firm in VancouverOur Products

Our Asset Management Firm in Vancouver provides a wide variety of investment products and services directed to suit your personal needs.

  • Registered Retirement Savings Plan (RRSP)
  • Group Registered Retirement Savings Plan (GRSP)
  • Tax-Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Open / Non-Registered Accounts
  • “In trust for” Accounts
  • Corporate Accounts

We will provide regular reviews to reposition and rebalance your portfolio as necessary to help you achieve your goals

To learn more visit our Services page , or please contact us.

Contact

To learn more about our Asset Management Firm in Vancouver, call us today at 604 468 0888. We would be more than happy to speak with you.