Estate Planning in Port Moody

Providing Estate Planning Services in Port Moody

Choose Harry and David of Perler Financial Group for your Estate Planning in Port Moody today. Our relationship with you is unique and personal. We implement a process which we refer to as The Perler Wealth Management Process. This process was developed and perfected by our founding Advisor Harry Perler over the last 30+ years, synergistically blending a balanced strategy of customized service, planning, investment opportunities and risk management.

Trustworthy estate planning Port Moody clients can rely onEstate Planning in Port Moody

Estate planning is a very important part of your overall financial plan. While Harry Perler and David Olejnik of Perler Financial Group can’t draft legal documents, we can effectively help you organize your thoughts with regards to your estate. This includes advice on all of the following aspects:

  • Beneficiary Designation
  • Business Succession Planning
  • Charitable Giving
  • Power of Attorney
  • Representation Agreement
  • Wills

It’s a very common occurrence where people regret not looking after their affairs regarding their estate earlier in life. No matter what stage of your life you’re currently in, you will definitely be able to benefit from our dynamic Estate Planning, Port Moody residents have come to know and trust.

Proper Port Moody Estate Planning enables your beneficiaries to adequately prepare themselves for their pending circumstances. The benefits include the distribution of your assets exactly as you intended, minimizing estate taxes, being able to designate gifts, and specifying who you want to look after your affairs.

A member from our team would be more than happy to help assist you with your Estate Planning in Port Moody today.

Contact us now to book a consultation

Let us help you with Estate Planning in Port Moody

We believe that a proper estate plan has to start with building a solid personal relationship. This means that we’ll take the time to really get to know you. No two requirements are ever the same, so we will tailor our service to your specific situation.Estate Planning in Port Moody

Our service has two fundamental elements – a regularly updated comprehensive plan and an investment policy statement. You’ll always get unbiased trustworthy advice from our dedicated team of experts.

When you hire us for Estate Planning in Port Moody, you will be able to protect your wealth for yourself as well as future generations.

Contact us to discuss your Estate Planning in Port Moody today

Start your estate plan today by giving us a call at 604 468 0888. You can also reach us by filling out our contact form.