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 on
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
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.