Harry Perler is an excellent Financial Advisor. He is always in contact with me to let me know how my investments are doing. Harry is always available to answer my questions, review my portfolio and make recommendations. Over and above, Harry provides seminars, appreciation dinners, golf tournaments and several other social events throughout the year. Harry builds relationships with his clients, which really shows he cares for them.
– Lloyd Hume
We are most satisfied with the advice and the services that we have received from the Perler Financial Group. Having worked with other financial consultants for many years previous to working with the Perler Financial Group, a feature of Perler’s services that became immediately conspicuous and most refreshing for us was the ongoing personal attention we received.
Harry Perler has met with us repeatedly – even on short notice – in the privacy and comfort of our own home to go over our financial picture with us, to discuss our options and to lay out his recommended strategies for us in detail, in layman’s terms that we can understand. The results to date have been most encouraging despite the current global economic upheaval.
We’re quite pleased to see that after working for all these years the shoe appears to be on the other foot, our money finally appears to be working for us. I’ve said it before, I’ll say it again . . . You’re a wizard Harry!
– Robert & Maureen Goodrick
My wife and I have been a client of Harry Perler’s for many years. Harry displays a great deal of confidence in his investment advice and is never too busy to spend time with me to answer any questions I may have; he is always available.
As a team, Harry and the Perler staff are excellent and provide timely follow up. They pay attention to the customer, are personal and provide genuine service; they pay attention to the customer. Confidentiality is a high priority to all of them.
On a community level, Perler’s involvements in the community and the leadership they demonstrate in fundraising is second to none.
Something that is very important to me, is when the time comes when myself or my spouse passes away, I take comfort in knowing that the surviving spouse will continue to receive great service and will continue to provide the quality of service mentioned.
I always feel comfortable in recommending Perler’s service to anyone looking for a company they can trust.
– Pat Nicol
Dave and I (Connie) were introduced to Harry Perler in 1999 by reliable sources from various law firms in Maple Ridge. We were impressed by the financial plan and the investment policy statement that Harry prepared for us. During the financial planning process, Harry asked for our input and he designed the financial plan and risk profile so that we could achieve our goals. Harry was there for me when I became a widow, and since then, has stood behind everything that he believes in to make my portfolio what it is 20 years later. Am I happy? YES! Would I go back to regular banking? NO. Thanks to Harry and his very well trained and committed staff.
– Connie Hobman