Certified Financial Planner Servicing the Vancouver area

“Our relationship with you is unique and personal”

As a Certified Financial Planner servicing Vancouver, 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 as a Vancouver Financial Planner 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.

Our Vancouver Financial Planner ensures that no opportunity is left unrealized and that the financial strategies we recommend work symbiotically. It is essential that you not only know the services our Financial Planner servicing Vancouver provide, but you also feel comfortable communicating and interacting with our team so we may serve you properly.

What does our financial planning process entail?

We employ a holistic attitude to wealth management which ensures that we carefully consider every aspect of your personal situation, catering to your individual needs only.

Trust, integrity and transparency are key principles of our business – we assure you that we will leave no stone unturned, making sure to gather all your fiscal data to establish your current financial position. As a Vancouver financial planner, we believe that a financial plan should be tailored throughout each stage of your life to help you reach your financial goals in the most tax and cost-effective way.

Our six-step financial planning process consists of:

Certified financial planner Vancouver

  • Building the foundation
  • Learning more about you
  • Identifying obstacles and opportunities
  • Building your plan
  • Implementing recommendations
  • Review and revise

 

Please do not hesitate to reach out to our team right away if you have any unanswered questions or queries regarding our Vancouver Financial Planner. It would be our pleasure to talk you through every step of our financial planning process.

 

Certified Financial Planner servicing Vancouver

With more than 30 years in the industry, we have helped thousands of clients from all over Vancouver and the surrounding areas, rest assured we have the skill-set,  expertise and proficiency that will exceed your expectations. Whether you are seeking tax planning, risk or asset management or an employee benefit plan, we proudly offer a wide variety of services.

Our Vancouver Financial Planner will always keep your best interests at heart by providing quality, unbiased, and trustworthy advice to assist in achieving personal financial objectives.

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 us now to book a consultation

Contact our Certified Financial Planner servicing Vancouver

If you are seeking a Certified Financial Planner servicing Vancouver, don’t hesitate to either give us a call at 604 468 0888 or email us at info@perlerfinancial.com. We would be more than happy to speak with you.