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Perler Financial Group Inc Professional

Aug 10th, 2022 at 08:08   Insurance   D-2232 Elgin Ave, Port Coquitlam, BC V3C 2B2   5 views Reference: 651822
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General Information

HARRY PERLER CFP CLU offers unbiased Financial Planning Advice; whether you require investments, insurance, or banking products Harry Perler will help you determine the best financial strategy for you.

Insurance Companies

  • Equitable,
  • BMO Insurance,
  • RBC Insurance,
  • Standard Life,
  • Great West Life,
  • Canada Life,
    • TransAmerica,
    • Manulife,
    • Empire,

Products and Services

  • Mortgage Insurance,
  • Mutual Funds,
  • Life Insurance,
  • LIF,
  • RESP,
  • RRIF,
    • TFSA,
    • Segregated Funds,
    • RRSP,
    • Retirement Planning,
    • Income Protection,
    • Group Pension RRSPs And Insurance,
    • Annuities,
    • Business And Key Person Insurance,
    • Critical Illness Insurance,
    • Disability Insurance,
    • Financial Planning,
    • Estate Planning,
    • Employee Benefit Plans,
    • Education Savings Plans,

Brands Carried

  • Mackenzie Investments,
  • Manulife Mutual Funds,
  • RBC,
  • TD Mutual Funds,
  • Invesco,
  • IA Clarington Funds,
    • CI Investments,
    • Dynamic Funds,
    • Fidelity Investments,
    • BMO Guardian Funds,

Specialties

  • Succession Planning,
  • Tax Planning,
  • Retirement Planning,
  • Investment,
  • Financial Planning,
  • Insurance,
    • Estate Planning,

Languages Spoken

  • English,

Opening Information

Monday 8:30 am - 5:00 pm
Tuesday 8:30 am - 5:00 pm
Wednesday 8:30 am - 5:00 pm
Thursday 8:30 am - 5:00 pm
Friday 8:30 am - 5:00 pm

Website: www.perlerwealth.com


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