Financial Planner in Port Moody

Searching for a trustworthy financial planner in Port Moody?

Our financial planner in Port Moody provides a consultative wealth management service that involves one of our advisors working with you closely.

There are several components to the wealth management options offered by our financial planner in Port Moody. These include investment management, retirement planning, estate planning, tax planning as well as the most appropriate insurance solutions. When all of these separate aspects are working together, you can reach your goals and enhance the financial future of yourself and your family members.

Harry Perler and David Olejnik of Perler Financial Group both have their CFP designation, which stands for Certified Financial Planner.  This designation indicates that the individual maintains internationally recognized standards of knowledge, skills, abilities and ethics in the financial planning industry.

Our Process

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.

While there are more sophisticated aspects to each, the process can be broken down into the following six steps:Financial Planner in Port Moody

  • Building the Foundation
  • Learning More About You
  • Identifying Obstacles and Opportunities
  • Building Your Bespoke Plan
  • Implementing Recommendations
  • Review and Revise

Contact us now to book a consultation

Why choose us as your financial planner in Port Moody?Financial Planner in Port Moody

Our relationship with you is unique and personal. It is essential you feel comfortable communicating and interacting with us as your financial planner in Port Moody.

Our team will always take the time to develop a deep understanding of your situation and create an individually tailored plan to fit your needs. Each and every member of our team maintain educational backgrounds, experience, and talents to give you the best financial advice. Trust and integrity are attributes each member of our team possess, giving you peace of mind in our services as a financial planner in Port Moody.

Contact the leading financial planner in Port Moody

To find out more about our financial planner in Port Moody call us at 604 468 0888. A member of our team would be more than happy to take your call.