Phone: (604) 468-0888

Email:  

P: (604) 468-0888
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The Quarterback - October 3rd

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The Quarterback - September 26th

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The Quarterback - September 19th

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Our objective is to get to know “you” as a person, rather than just you as a “client”. A more personal relationship provides a complete understanding of our clients’ goals and aspirations. As we learn more about a client’s person life we can tailor their financial plan to be more individualized and thorough. Our financial plans require a personalized allocation of our clients’ portfolio based on their current circumstance, financial means, and risk tolerance. We take time to conduct regular reviews with our clients in order to keep current with any of life’s major changes. Our ongoing reviews also allow the opportunity to make the necessary changes to our clients’ portfolio in order to maximize their ability to reach their financial goals. To learn more about personalized financial plans please see the “Our Services” link.

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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

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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.