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:

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