Phone: (604) 468-0888

Email:  

P: (604) 468-0888
E:

Latest News

The Quarterback - October 3rd

Click here to view The Quarterback, and get the latest market update. 

Read More...
The Quarterback - September 26th

Click here to view The Quarterback to get the latest market update.

Read More...
The Quarterback - September 19th

Click here to view The Quarterback to get the latest market update.

Read More...

Perler Administration

As with any other highly successful company, we are proud to have one of the most professional and diligent administration staff in the industry.


APerler Website2Anita Perler, co-founder of Perler Financial Group, brings forth a business education from Capilano University & BCIT, and more than 25 years’ experience in the financial industry. Anita has successfully completed the Investment Funds in Canada Course (CIFC), the Branch Manger's Examination Course (BM), FLMI Level One Certificate, in addition to several other industry related courses. Anita continues to broaden her knowledge in the financial…

Read more...

JChai Website2Josephine joined the firm in July 2002 as Executive Assistant to CEO, Harry Perler, with over a decade of experience in business administration. Her combined education and previous experience provides the executive office with a reinforced level of excellence and efficiency within Perler Financial Group.

Josephine's eye for detail and resourcefulness in problems resolution contributes greatly to the performance of the group. Her fresh approach to…

Read more...

MMcDowell Website2Marina has been working with Fraser assisting in client satisfaction and trouble-shooting since 1996. She grew up and was educated in Calgary and learned the office environment early. She traveled extensively in the 80's which included living in Australia for 4 years. She worked for presidents and CEO's in various office environments.

Marina's biggest asset is working in investor relations and marketing. Continuous people contact and ensuring…

Read more...

Stef WebsiteStefanie has been part of the Perler team since 2007, bringing along with her 13 years’ experience in customer service environments.

As first impressions are of great importance upon entering the office, Stefanie ensures the reception is run smoothly and efficiently. The welcoming environment of the firm is due to Stefanie’s warm disposition and genuine interest in our clients’ health and wellbeing. As such, don’t be surprised if Stefanie gets to…

Read more...

LFong WebsiteLisa joined Perler Financial Group in early 2010 as an Processing Administrator, and has recently advanced her position as Operations Assistant.

Lisa’s education background is in Commerce and Business Administration; holding an Accounting Management Diploma and a General Business Diploma.  She came to Perler Financial with 7 years’ experience working as a Customer Service Representative with a major financial institution and several years’…

Read more...

Ashley WebsiteAshley MacSorley has been on Harry Perler's team at Perler Financial Group since September of 2009. She has recently graduated from the University of the Fraser Valley with a Bachelor of Arts, and is pursuing her masters’ degree. Ashley works with Anita Perler on numerous marketing and special event projects, and assists with some administrative duties. Her aptitude for detail, research, and creativity has allowed her to expand her knowledge…

Read more...

JCunningham WebsiteJasmyne joins us with extensive experience in the banking industry, having worked with two of Canada’s leading Financial Institutions in the past.  Her drive and aptitude to learn has led her into promoted roles resulting in an assistant management position with one of her previous banking employers.

Jasmyne is one of the newest members of our team, joining Perler Financial Group in January 2015. As our primary Processing Administrator,…

Read more...

TGuest WebsiteTaylor is the newest member of Harry’s team, joining him in September 2015 as an Administrative Assistant. Taylor joins Perler Financial with several years of experience in the hospitality industry, bringing forth a wealth of knowledge in client service. She understands the importance of excellence in service and looks forward to providing such service to Harry’s clientele.

Taylor has proven herself to be a fast learner, and continues to make…

Read more...

Catherine WebsiteCatherine joined the Perler Team in September of 2012.  It has been an eventful first few years with Perler: getting married in 2013, becoming a licensed assistant, learning and working on processing trades, and becoming Craig Perler's Assistant.  With 20 years in administrative experience, she brings with her a set of skills such as detail, organization, problem-solving and efficiency.

New to the financial industry, since joining Perler…

Read more...

FCunha WebsiteFatima joined Irvine Financial with 23 years’ experience in the medical profession, more specifically 17 years as an Insurance Medical Examiner. Fatima’s experience as an examiner provides a solid understanding of all types of life related insurance. Fatima completes the team at Irvine Financial with ability to multitask in every capacity of the business. Fatima’s biggest joy comes from implementation of the marketing and special events for…

Read more...

Allison WebsiteAllison joined Irvine Financial in February of 2015 as the Executive Assistant to CEO Donald Irvine. She brings over 25 years’ experience in bookkeeping, accounting and business administration to the team. Her experience combined with her education proves valuable to Donald and the firm as a whole. She continuously provides the highest level of excellence and proficiency in all her duties.

As Donald’s Executive Assistant, not only is Allison…

Read more...

Get in Touch!

Perler Financial Group
Suite D - 2232 Elgin Avenue
Port Coquitlam, BC V3C 2B2

T: (604) 468-0888
F: (604) 468-0887
E:
W: www.PerlerFinancial.com

Join our Newsletter

Our clients regularly receive current information on the economy and other financial matters.

If you would like to receive such information, please call our office at (604) 468-0888 or send us an email at with “INCLUDE ME” in the subject line.

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Perler Financial Group.