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.
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:
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..
Contact us now to book a consultation
When you choose Harry Perler and David Olejnik of Perler Financial Group as your Coquitlam financial advisor, you will benefit from a truly unique relationship that is personalized and thorough. We will take the time to get to know you personally and accurately assess all of your goals and objectives. You will always receive a courteous service and feel completely comfortable when discussing your plan with one of our professionals.
We are always here to help our clients and we look forward to speaking with you! Should you have any more questions about any of our services, please do not hesitate to reach out to us using one of the below contact methods.
To speak to someone right away, give our office a call directly at 604 468 0888. A member from our team would be more than happy to speak with you.
