Phone: (604) 468-0888

Email:  

P: (604) 468-0888
E:

Meet Our Advisors...

The Perler Financial Commitment

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.

Stock Watch

1 S&P/TSX 14,770
+39.37 (0.27%)
2 DOW 18,301
-37.71 (-0.21%)
3 S&P 2,163
-7.97 (-0.37%)
4 NASDAQ 5,287
-30.96 (-0.58%)

Who Is Perler Financial?

Perler Financial Group services individuals at all stages of lives.  Its clientele consists of a variety of business owners and professionals of both small and large operation, retired and salary based individuals at all income levels, and young investors just starting on the road to their financial future. Regardless of your position in life, Perler Financial Group has the skills and the tools to help you plan a successful financial future. 

Some of the services Perler Financial Group’s advisors provide include, but are not limited to: estate planning, retirement planning, wealth accumulation, and income protection (refer to the “Our Services” tab for more information). Such services may be offered in large corporations, but what sets this firm apart is not only the extensive services, but also the close advisor to client relations that are typically found only in boutique firms. Perler Financial Group is proud to offer customized comprehensive planning with personalized servicing. 

Perler Financial maintains working relationships with leading financial institutions to ensure its clients benefit from extensive quality products, services and resources. To learn more about what your advisor can do for you, click on your advisor’s introduction on the “Perler Advisors” link.

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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

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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.