Charitable Giving Plans in Vancouver

Providing Charitable Giving Plans in Vancouver

Realize your extraordinary potential and give back to the causes you care about most, by implementing a strategic Charitable Giving Plan that will help you to make a lasting impression. If you need the assistance of an experienced, reputable financial advisor to help you create strategic Charitable Giving Plans in Vancouver and the Lower Mainland, don’t hesitate to get in touch with Harry Perler and David Olejnik of Perler Financial Group.

Introducing our Charitable Giving Plans in Vancouver

Charitable giving plans VancouverGiving back is one of the most rewarding things you can do, both personally and financially. Many of our most loved charitable organizations would be unable to survive without private philanthropy. Organizations such as these bring important benefits to many areas of society that desperately need support. If planned properly, Charitable Giving Plans can benefit these organizations.

Did you know that charitable giving can also be personally and financially beneficial to you, the donor? You’ll receive significant financial benefits by documenting your long-term Charitable Giving Plans, as contributions to not-for-profit organizations and charities can entitle you to substantial tax deductions. Who knew setting up a Charitable Giving Plan in Vancouver could be so rewarding? Empower yourself, your family and your community.

How do our Charitable Giving Plans in Vancouver work?

Harry Perler and David Olejnik of Perler Financial Group can explain the numerous options for present or future giving, for you and your business. We will help you to determine the most feasible, and financially rewarding option for you. We will work out what fits best into a client’s financial plan, and the best option for your Charitable Giving Plan.

What can you expect when you use our service?

We are passionate about providing honest, impartial and fair advice to all of our clients, ensuring their best interests at all times. We’ll only recommend Charitable Giving Plans that you and your company can afford. If you would prefer this assistance as part of a greater financial advice package, we can take complete control over your company’s finances, so you can rest assured your money and company is in safe hands.

We take the time to get to know our clients, to ensure we are able to give the soundest financial advice and excellent customer service that suits their needs. It is greatly important to us to build long-lasting, strong relationships with our clients so that we are able to give the best advice for our Charitable Giving Plans in Vancouver.

The six client experience principals we live by

 

  • Communication – We believe in long-lasting client relationships and staying in touch with you each month on whatever medium you prefer
  • Patience – We are happy to simplify and explain something numerous ways until it makes sense for our clients
  • Value – For our clients to feel valued and well looked after
  • Integrity – Providing an honest assessment of your financial situation
  • Education – Educate our clients so they can understand why we recommend one thing over another and so on.
  • Certainty – Regularly updating your financial plan to ensure you are on track

 

We offer a range of services that help to safe-keep your financial future. See below for a comprehensive list:

  • Tax planning
  • Financial management Charitable giving plans Vancouver
  • Risk management
  • Asset management
  • Engagement process
  • Life transition planning
  • Estate planning
  • Retirement planning
  • Employee Benefit Plans
  • Education saving plans
  • Business continuation plans
  • Concierge Service

To find out more about a specific service, or to speak to one of our trusted financial advisors, don’t hesitate to get in contact today.

 

Servicing the Vancouver region for over 30 years

Our passion for helping people is deeply entrenched in our company ethos, stemming from our founder, Harry Perler. We aim to help every single client meet their financial goals in the most cost and tax-effective way possible.

With our experience and over a decade’s worth of knowledge in the financial industry, we have perfected a holistic approach to wealth management that everyone benefits from. When you choose the Perler Wealth Management Process you will benefit from access to our unmatched knowledge, use of our industry connections and our dedication to achieving the best relations and results.

Contact

To find out more about our extensive financial services including Charitable Giving Plans in Vancouver, call us today at 604 468 0888.