Financial Advisor in Maple Ridge

Harry Perler & David Olejnik: Certified Financial Advisor Servicing Vancouver

“Our relationship with you is unique and personal”

As a Certified Financial Advisor in Maple Ridge, 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.

The Perler Wealth Management Process is our holistic approach individually tailored to help individuals, professionals, and business owners manage their finances during each stage of their life and reach all their financial goals in the most tax and cost-effective way.

Certified Financial Advisor in Maple Ridge: Client Profiles

Financial Advisor in Maple Ridge

Financial Advisors customizing financial plans tailored to your needs

Every client has a different life story and individual financial goals.

Harry and David know you have worked hard for your money and their objective is to help you manage your finances during each stage of your life and reach all of your financial goals in the most tax and cost-effective way.

Visit our Client Profile Page to view a few different types of client profiles showing how our financial advisor in Maple Ridge can help you.

Our Commitment to You

 

Our Mission Statement

We will always keep our clients’ best interests at heart by providing quality, unbiased, and trustworthy advice to assist in achieving personal financial objectives.

We will continue to strive to exceed our clients’ expectations in terms of service and advice, to contribute to our clients’ well being, and to help our clients grow and protect wealth for themselves and future generations.

 

It is our commitment to:

  1. Act with the highest level of professional integrity, placing your interests above our own
  2. Maintain complete confidentiality regarding your personal and financial matters
  3. Take the time necessary to develop a deep understanding of your family’s unique situation and the goals and aspirations that you have
  4. Work closely and coordinate with other professions that you might work with to ensure holistic planning
  5. Proactively communicate with you
  6. Maintain lifelong learning and professional development
  7. Value your feedback and continuously strive to improve
  8. Regularly explore and implement new technology to better serve your needs and make it easier for you to deal with us
  9. Educate you through seminars, newsletters, videos, and personal meetings so that you feel confident about the strategies you are taking to reach your goals
  10. Value our relationship with you and find ways to express our appreciation of your loyalty, trust, and referrals

Contact

If you are seeking a Financial Advisor in Maple Ridge please Contact our team to discuss your options.  Call us at 604 468 0888.