Financial Advisor in Port Moody

Looking for a financial advisor in Port Moody?

Choose Harry Perler and David Olejnik of Perler Financial Group as your financial advisor in Port Moody. We implement a process which we refer to as The Perler Wealth Management ProcessThis 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.

Why Work With a Certified Financial Advisor in Port MoodyFinancial Advisor in Port Moody

A Certified Financial Planner is recognizable by the abbreviation CFP following their name. This designation indicates that the individual maintain internationally recognized standards of knowledge, skills, abilities, and ethics in the financial planning industry.

A CFP is held to standards that ensure the client’s financial future will be handled by a qualified professional who will always put the client’s interest ahead of their own. The CFP designation assures competence in financial planning through:

  • Extensive Education
  • A Rigorous Standardized National Examination Process
  • Comprehensive Continuing Education Requirements
  • Accountability to the Financial Planning Standards Council (Code of Ethics, Practice Standards, and the Rules and Regulations of their Professional Body)

Contact us now to book a consultation

Why Choose us as your Financial Advisor in Port Moody?Financial Advisor in Port Moody

Our relationship with you is unique and personal. We believe it is important  you not only know the services we provide, but are comfortable communicating and interacting with our team.

Our team maintains educational backgrounds, experience, and talents that, when combined, form a team built to provide you with excellent service.

 

Contact Us

To find out more about our services you can contact us at 604 468 0888. A member from our team would be more than happy to speak with you.