Our Vancouver Estate Planning service
A person’s finances can be extremely complicated, which is why Harry Perler and David Olejink of Perler Financial Group believe it is important to take a holistic approach to your Estate Planning in Vancouver. Our experienced Vancouver Estate Planning team take into account a number of aspects when dealing with your finances, including:
- Wills and power of attorney
- Charitable giving
- Business succession
- Regular reviews
Our comprehensive Vancouver Estate Planning service is designed to give you peace of mind that all of your finances are in order and that you are making the most of your assets.
Our team for estate planning in Vancouver believe that wealth management is an essential route to take to ensure you and your family are stable and secure throughout each stage of your life. Whether you want to ensure you have enough money for children’s education or to pay off your mortgage, we will ensure you have the knowledge to make the most cost and tax effective decisions for your Estate Planning in Vancouver.
Vancouver Estate Planning steps
We take a number of steps to fully understand your situation in order to help you achieve your financial goals. Once we have a detailed analysis of your lifestyle and spending, we can work towards building a plan that benefits you in the most financially rewarding way. There are six steps in our Vancouver Estate Planning process which include:
- Financial background check
- Establish financial goals
- Identifying opportunities and concerns
- Resolving problems
- Implementing a strategy
- Financial reviews and revisions
Our Vancouver Estate Planning advisors strive to educate our clients so that you understand the process and have the knowledge to make the right decisions for you. We keep close communication with all clients every month so that you are up-to-date with your Vancouver Estate Planning progress.
Reasons to choose us for Estate Planning in Vancouver
Our Vancouver Estate Planning service is a personal relationship. We strive to get to know all of our clients, so that we can effectively advise you on the best avenues and opportunities to take.
Harry Perler of Perler Financial Group has over 30 years’ experience in wealth management and Vancouver estate planning. Our experience allows us to provide the most in-depth assessments so that we can help you make important financial decisions during your lifetime. We assist with:
- Legal aspects
- Risk management
- Retirement planning