Harry Perler and David Olejnik, Financial Advisors of Perler Financial Group provide Estate Planning in Maple Ridge. Our relationship with you is important to us, as we create a financial plan that is right for you.
Estate planning is an important part of your overall financial plan. While we cannot draft legal documents for you we can help you organize your thoughts with regards to your estate.
Maple Ridge clients can enlist our services for help in making decisions regarding a beneficiary designation, as well as power of attorney. To help with your estate planning, our experts will also offer regular reviews to make sure that your wishes are followed. Our professionals will also help you organize your thoughts with regards to a Will.
As well as offering estate planning in Maple Ridge, our experts provide financial management, asset management and insurance. All of these aspects come under our Perler Wealth Management Process, which involves taking steps for our client to achieve their financial goals in the most tax and cost-effective way. Retirement and tax planning is also under consideration when we consult with our clients.
Over the years, we have offered our estate planning services to an array of clients, including the following:
Each client is treated as an individual, as we are well aware that everyone has different financial goals. Our holistic approach allows us to create a financial plan that caters to your personal needs.
Contact us now to book a consultation
If you would like to learn more about our estate planning in Maple Ridge, give us a call at 604 468 0888 or contact us by filling in our online form.
