Financial Advice in Pitt Meadows

Providing Financial Advice in Pitt Meadows

Financial Advice in Pitt Meadows

Harry Perler and David Olejnik of Perler Financial Group provide top quality financial advice in Pitt Meadows and the Lower Mainland. We implement a process which we refer to as The Perler Wealth Management Process. This process was developed 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.

First Class Financial Advice in Pitt Meadows

It can be stressful when it comes to managing your money, particularly if you are not well versed in finances. This is where Harry Perler and David Olejnik of  Perler Financial Group come in. We have a wealth management process in place to help our clients.

Pitt Meadows clients can expect tips and knowledge on investment management, retirement and estate planning. We will discuss your plans, providing you with services and products best suited to you.

As part of our financial advice in Pitt Meadows, we are on hand to discuss insurance solutions if you so require. We will provide you with all relevant details regarding life insurance, critical illness insurance, disability insurance and business insurance.

Contact us now to book a consultation

We Welcome a Range of Clients

Harry Perler and David Olejnik of  Perler Financial Group welcome a range of clients from different financial circumstances. Our financial advice in Pitt Meadow is not restricted as we have opened our doors to the following clientele:Financial Advice in Pitt Meadows

  • Baby Boomers
  • Business Owners
  • Prosperous Clients
  • Wealth Accumulators
  • Young Investors
  • Families with Special Needs

Our relationship with you is unique and personal. A member of our team would be more than happy to provide you with the financial advice in Pitt Meadows you require.

 

Why Choose Us For Financial Advice in Pitt Meadows?

Our team is led by financial advisors, Harry Perler and David Olejnik. With more than 30 years of experience in the financial industry, Harry Perler has perfected an holistic approach to individually tailored financial plans. All of our guidance is cost-effective and efficient.

We promise to act with integrity and professionalism while also developing an understanding of your situation. As part of our commitment to you, we regularly strive to improve our strategies.

 

Contact Us Today

If you would like to arrange a meeting with Harry Perler and David Olejnik of Perler Financial Group,  you can reach us by calling 604 468 0888. For financial advice, Pitt Meadows clients can also contact us by filling in the online form provided.