Harry’s Commitment To You

“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.”

Many people believe that all financial planners are created equally, however, nothing could be further from the truth. At Perler Financial Group, we aim to live up to our mission statement through quality advice and service provided to our clients, while providing a holistic planning process which takes into account your personal situation in its entirety. A complete understanding of your financial situation sets us apart from all other financial advisors who may have been trained to focus only on one aspect of your finances.

Specialising in Asset Allocation & Holistic Financial Planning:

Two of the most important elements of our client servicing, is the annual asset allocation and a full comprehensive financial plan.

Asset allocation is regarded as the single most important investment decision most clients will ever face. The outcome of this decision will impact their future financial security. Together with your financial plan, an asset allocation plan will be completed annually with your input to ensure the financial strategies you have in place remain suitable for your lifelong objectives while still maintaining your level of risk tolerance. Be sure to read Harry’s six step planning process and the products and services to learn more about what make Harry Perler and his team so unique.

Perler Financial Group’s Commitment

Our clients and prospective clients deserve to know what they can expect from us. It is our firm commitment to:

Act with the highest level of professional integrity, placing our clients’ interests above our own.

Maintain lifelong learning and professional development, of not only our advisors, but also the support team.

Take the time to get to know our clients and their families (if appropriate) personally and continually. Educate ourselves to learn more about our clients of what is important to them so we can ensure the services we provide meet their needs.

Provide a holistic approach to financial planning, taking into account our client’s personal situation in its entirety.

Proactive management of portfolio risk.

Foster a strong support team to maintain efficiencies.

Proactive communication with clients adhering to the “24 hour reply rule”, replying to our clients’ email or telephone call within one business day.

In addition to meeting and personal correspondence, we will keep our clients educated by utilizing eNewsletters, quarterly printed newsletters, seminars, websites and LinkedIn with ongoing postings.

Maintain complete confidentiality regarding personal and financial matters.

Strive to exceed our clients’ expectations.

Work closely and coordinate the sorts of other professional advisors to ensure a holistic planning approach.

Utilize all prudent strategies that will maximize the creation and preservation of wealth for our clients.

Keep our clients informed about their personal plans and educate our client about financial matters in general.

Value our clients, and continually find ways to express our appreciation for our clients’ loyalty and trust within our firm.

We will constantly explore and implement new forms of technology to not only keep efficiencies in our operations, but to also provide ongoing conveniences for our clients.