Harry Perler - CFP, CEO

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Harry Perler, CFP

P: 604.468.0888

F: 604.468.0887
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" Becoming wealthy is not a matter of how much you earn, who your parents are, or what you do.. it is a matter of managing your money properly. "

Noel Whittaker


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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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Here are a few testimonials from some of our clients...


"Harry Perler is an excellent Financial Advisor.  He is always in contact with me to let me know how my investments are doing.  Harry is always available to answer my questions, review my portfolio and make recommendations.  Over and above, Harry provides seminars, appreciation dinners, golf tournaments and several other social events throughout the year.  Harry builds relationships with his clients, which really shows he cares for them."

- Lloyd Hume


"We are most satisfied with the advice and the services that we have received from the Perler Financial Group. Having worked with other financial consultants for many years previous to working with the Perler Financial Group, a feature of Perler’s services that became immediately conspicuous and most refreshing for us was the ongoing personal attention we received. Harry Perler has met with us repeatedly – even on short notice - in the privacy and comfort of our own home to go over our financial picture with us, to discuss our options and to lay out his recommended strategies for us in detail, in layman’s terms that we can understand. The results to date have been most encouraging despite the current global economic upheaval. We’re quite pleased to see that after working for all these years the shoe appears to be on the other foot, our money finally appears to be working for us. I’ve said it before, I’ll say it again . . . “You’re a wizard Harry!”

- Robert & Maureen Goodrick


"My wife and I have been a client of Harry Perler’s for many years.  Harry displays a great deal of confidence in his investment advise and is never too busy to spend time with me to answer any questions I may have; he is always available.
 
As a team, Harry and the Perler staff are excellent and provide timely follow up.  They pay attention to the customer, are personal and provide genuine service; they pay attention to the customer.  Confidentiality is a high priority to all of them.
 
On a community level, Perler’s involvements in the community and the leadership they demonstrate in fundraising is second to none.
 
Something that is very important to me, is when the time comes when myself or my spouse passes away, I take comfort in knowing that the surviving spouse will continue to receive great service and will continue to provide the quality of service fore mentioned. 
 
I always feel comfortable in recommending Perler’s service to anyone looking for a company they can trust."
 
- Pat Nicol


"I have been a client of Harry Perler for many years.  The last 12-18 months has definitely been challenging because of global economic slow down, but Harry's service and advice has always been much appreciated.  Harry's frequent calls to me personally to keep me up to date with what the markets are doing and what he is planning is much appreciated.  Throughout my years, I have met numerous financial advisors, but I do feel that I am with the best at the moment.

Thank you for your excellent services."


- Dr O Lampen, MD


 

 
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