Perler Wealth

Name: Perler Wealth
Address: 2232 Elgin Ave, Port Coquitlam, BC V3C 2B2, Canada, C, Canada

4.7/5 ★ based on 8 reviews

Contact Perler Wealth

Address :	2232 Elgin Ave, Port Coquitlam, BC V3C 2B2, Canada
Phone :	📞 +8888
Website :	http://www.perlerwealth.com/
Categories :	Financial planner ,
City :	C

2232 Elgin Ave, Port Coquitlam, BC V3C 2B2, Canada

Best Financial planner in Canada

V	Vicki Jermyn on Google ★ ★ ★ ★ ★ I have been working with Perler Wealth for 20 Years and have found their services to be extremely professional. There are very knowledgeable regarding financial advice. I can always guarantee that I will always speak to an associate the day that I call and they will follow up on the services provided. I have recommended Perler Wealth to friends and they have also been happy too. You can tell they all care about their clients by proving the best service possible. I would highly recommend this company to anyone
E	Ed on Google ★ ★ ★ ★ ★ When you trust your investment to a financial planner, it's not simply about instantly making money from high rates of return. It's about how the investment is managed in the long term; the right balance, and the short term; which includes the personalized service that suites you and ultimately yields the returns. Harry and David and the entire support team have been very successful in helping us realize the best rates of return for a secure, long term financial plan for our retirement.
J	Joie Kotylak on Google ★ ★ ★ ★ ★ I have been a long time client of Perler Wealth and have had the pleasure to get to know many of the staff as well as the family who run the business. Harry is always giving updates, so I know where I stand. It is always professional, friendly and prompt when a need arises. This year I had to seek an accountant and phoned the office to inquire. I was dropping off my files the same day and was pleased to have this dealt with quickly and efficiently. It made me comfortable in the knowledge that if a question arose about my financial situation, the accountant would be able to access that knowledge easily with my permission. I absolutely love this company and would recommend it to any looking for financial opportunities and more.
N	Nancy Prokosh on Google ★ ★ ★ ★ ★ We have been clients of Perler Financial for years. Harry is a great advisor and he knows what he is talking about. With all of the market instability, Harry has taken good care of our investments. He has a very personal relationship with his clients, far from just the financial interest. I would recommend Perler Financial for all your financial needs.
k	kevin augustine on Google ★ ★ ★ ★ ★ I’ve been a client of Harry’s company for over 20 years. Harry,David and the staff are the best. They treat you like a long time friend. He has given me some very solid returns over the years. He is also a very generous person and is involved in various charities and invites his clients to various functions. I’ve been invited to golf with him many times and he always insisted on picking up the tab.
D	Doug McFaul on Google ★ ★ ★ ★ ★ My family are all clients of Perler Wealth. They have taken the time to work with my children to set them up on a financial plan for the rest of their lives. The entire team is very professional and quick to respond to any queries. The services they provide are exceptional. Perler Wealth is also very community oriented, and they contribute to many charitable organizations.
B	Brenda Stark on Google ★ ★ ★ ★ ★ Dealing with Perler Wealth has been nothing but positive. Always professional, efficient, friendly and will go the extra mile to help you. The service given is outstanding with monthly calls from your advisor. Always willing to set up a meeting if your money situation changes.
E	Eleanor Whitney on Google ★ ★ ★ ★ ★ David is my main contact at Perler, although Harry is always around if needed. David has provided consistent correct financial advice over the years for my husband and myself. Our investments have done well and I feel good about my finances with all of David’s advice. We are middle class and live within our means, but having a financial advisor like David assures our financial situation. I really wouldn’t know what to do without the advice we have received from Perler. Good service, respectful and love the birthday cards every year!!!