Looking for a Financial Advisor in Coquitlam?
Choose Harry Perler and David Olejnik of Perler Financial Group as your financial advisor in Coquitlam today. 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.
Our Coquitlam financial advisor services
We offer a business relationship that is unique and personal, tailored to meet your specific needs and financial goals. With our financial advisor in Coquitlam, you are in safe hands. We offer a balanced strategy of:
- Fully Customized Service
- Careful Financial Planning
- Finding Investment Opportunities
- Ongoing Risk Management
Our financial advisor in Coquitlam will begin with a general plan that will lay the groundwork for the rest of the service. This document will be what all of our recommendations and financial advice will be based on. We will collect all of your relevant financial data and advise you on where you currently stand in relation to your future goals.
This comprehensive financial plan that our financial advisor in Coquitlam puts together will be referenced throughout our business relationship. You will be able to identify tax planning opportunities, new strategies for saving, insurance as well as cash flow analysis..