Harry Perler - CFP, CEO

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Harry Perler, CFP

P: 604.468.0888

F: 604.468.0887
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" Yesterday is a cancelled cheque. Tomorrow is a promissary note. Today is cash. "

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My clients regularly receive current information on the economy and other financial matters.  If you would like to participate in receiving such information, please call our office at 604.468.0888 or send us an email at expert@perlerfinancial.com with “INCLUDE ME” in the subject line
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Harry Perler - CFP, CEO
As co-founder and CEO of Perler Financial Group, Harry Perler brings forth more than 20 years of business experience, knowledge and dedication to the financial planning industry and to his clientele.  He holds the designation of Certified Financial Planner (CFP), and is the recipient of many of the Financial Planning industry's top achievement awards; Harry Perler is a member of the Million Dollar Round Table (MDRT), President's Club, and is acknowledged by WorldSource Financial Management Inc. (Mr. Perler's mutual fund dealer) as  WFM's top achiever in Canada.

Harry Perler is a Past-President and long-time member of the Haney Rotary, who follows the Rotary motto of “Service Above Self”, as a guiding principle in his commitment to serve his clients and his community.  It is with these high ethics combined with his extensive knowledge and experience in the financial planning industry that he continues to provide the most ethical, trustworthy, comprehensive and high standards of financial advice and services. 

Mr. Perler is also a member in good standing of Advocis (Financial Advisors Association of Canada) and the Financial Planners Standards Council (FPSC), and subscribes to their respective codes of ethics and standards of conduct:

Mission Statement:
I will always keep my clients’ best interests at heart by providing quality, unbiased, and trustworthy advice to assist in achieving their personal financial objectives. I will also continue to strive to exceed my clients’ expectations in terms of service and advice, to contribute to their well being, and to help grow and protect their wealth for themselves and their future generations.

 
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