Why choose us to create your Education Savings Plan?
Regardless of what stage of your life you’re currently in, Harry Perler and David Olejnik of Perler Financial Group can provide a service tailored to your needs. Whether you’re looking for a Education Savings Plan in Vancouver or thinking about retirement planning, our team can assist you in making the right choice to ensure the stability of your financial future.
Harry Perler and David Olejnik of Perler Financial Group boasts a large clientele from all walks of life. We service large business owners, working professionals, salary based employees, retired people, as well as young investors. Whether you require help with estate planning, education savings plans, or general wealth accumulation, you have nothing to lose by contacting our team of specialist advisors and administrators.
We pride ourselves on our excellent advisor to client relations. We are able to offer customized planning with comprehensive personalized servicing.
Have a look at our easily navigable website to see the full range of our services that include but are not limited to:
- Charitable giving plans
- Education savings plans Vancouver
- Employee benefit plans
- Estate planning
- Financial planning
- Retirement planning
- Risk management plans
- Tax planning
- Wealth accumulation