Our Port Coquitlam Estate Planning Services
To help you on your journey towards financial prosperity we assist you in a number of areas. Services provided include:
- Beneficiary Designation
- Power of Attorney
- Representation Agreement
- Charitable Contributions
- Business Succession Planning
We also follow up with regular reviews ensuring that your wishes are followed to the letter. If you would like more information about our services, call Harry Perler and David Olejnik of Perler Financial Group today on 604 468 0888.
Why Choose Us for Estate Planning in Port Coquitlam?
When it comes to estate planning in Port Coquitlam or any other financial services, the relationship between the client and us is key. You wouldn’t entrust your finances to someone you didn’t trust. This is why we take the time to build that trust so you can sleep easy knowing that we have your best interests in mind.
We consider each relationship to be both unique and personal, and it’s these small details that help us to exceed your expectations. Harry and David want you to feel comfortable and are committed to acting with trust and integrity in all client engagements.
Both Harry and David, along with their support team, maintain educational backgrounds, experience and talents. All of these serve to combine well with the services we provide ensuring that the needs of our clients are always met.