Estate Planning in Port Coquitlam

Honest and Reliable Estate Planning in Port Coquitlam

Choose Harry Perler and David Olejnik of Perler Financial Group for your Port Coquitlam estate planning today. We’ve helped hundreds of clients over the years looking to manage their own estate or that of a friend or relative. In that time, we’ve perfected processes that help expedite the situation and ensure a stress-free outcome for all involved.

The Perler Wealth Management ProcessEstate Planning in Port Coquitlam

An idea first conceived by founding advisor, Harry Perler, the Perler Wealth Management Process has been carefully refined over a span of more than two decades. It provides a truly holistic approach to financial planning with services tailored to the individual. The process maps each stage of the client’s life and adapts to changing circumstances. We provide advice clients can trust to achieve their financial goals.

The process starts with us acquiring all necessary financial data from you in order to create your personalized plan. Harry and his business partner David Olejnik then take the time to get to know you as an individual from your personal values and current situation to your personal risk tolerance. This enables them to provide estate planning in Port Coquitlam that is truly bespoke.

Contact us now to book a consultation

Our Port Coquitlam Estate Planning Services

To help you on your journey towards financial prosperity we assist you in a Estate Planning in Port Coquitlamnumber of areas. Services provided include:

  • Beneficiary Designation
  • Wills
  • 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.

Contact

When searching for a team that provides exceptional services reach out to Harry Perler and David Olejnik of  Perler Financial Group by calling 604 468 0888.