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BEST RATED PORT COQUITLAM, BC FINANCIAL SERVICES

Best Financial Services in Port Coquitlam, BC

Expert-recommended Top Financial Services in Port Coquitlam, BC. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Perler Wealth - Port Coquitlam, BC Financial Services - Portrait
Perler Wealth - Port Coquitlam, BC Financial Services - Professional Highlights
Perler Wealth - Port Coquitlam, BC Financial Services - Office Image
9+ YEARS ON TBR
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PERLER WEALTH

(4.8 Score)
2232 Elgin Avenue, Suite D,
Port Coquitlam, BC V3C 2B2 Directions

Since 1993

Specialty:

✓Investment Management ✓Wealth Management ✓Financial Planning ✓Retirement Planning ✓Investment Portfolio Management ✓Mutual Funds ✓Exchange-traded Funds ✓Segregated Funds ✓Annuities ✓Guaranteed Investment Certificates ✓High-interest Savings Accounts ✓Insurance Planning ✓Life Insurance ✓Tax Planning ✓Registered Retirement Savings Plans ✓Tax-free Savings Accounts ✓First Home Savings Accounts ✓Estate Planning ✓Charitable Giving ✓Business Succession Planning ✓Income Protection ✓Financial Goal Planning ✓Risk Management

"Perler Wealth maintains internationally recognized knowledge, skills, abilities, and ethical standards in the client planning industry. Anita Perler is the firm's chief operating officer and financial planner. At Perler Wealth, the team's holistic approach is individually tailored to help individuals, professionals, and business owners manage their finances during each stage of their lives and reach all their financial goals in the most tax and cost-effective way. They will always keep their clients' best interests at heart by providing quality, unbiased, and trustworthy advice to achieve personal financial objectives. They have more than 30 years of experience and 99% client retention. The company has a Certified Financial Planner. Harry Perler is the co-founder and CEO of Perler Wealth.

2026 Highlights: Perler Wealth provides efficient responses to all requests and questions, regular personal follow-up on status, and solid returns on investments."

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License #FM0692663

Contact:

(604) 468-0888

Mon-Fri: 8:30am - 4:30pm
sat & Sun: Closed

TBR® Inspection Report:

Frank Ding - Port Coquitlam, BC Financial Services - Portrait
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FRANK DING

(4.7 Score)
TD WEALTH FINANCIAL PLANNING
2755 Lougheed Highway, Unit 11,
Port Coquitlam, BC V3B 5Y9 Directions

Specialty:

✓Financial Planning ✓Investment Planning ✓Investment Management ✓Retirement Planning ✓Tax-efficient Planning ✓Estate Planning ✓Wealth Transfer Planning ✓Legacy Planning ✓Net Worth Building ✓Financial Goal Planning ✓Business Financial Planning ✓Investment Solutions ✓Financial Risk Management

"Frank Ding is passionately committed to providing his clients with a fully integrated financial plan that balances living life today and setting tomorrow's goals. Frank Ding, a Financial Planner, takes the time to understand the client's current financial circumstances and the objectives and motivations integral to them. Whether you are planning for retirement or starting a new business, he is here to help guide you every step. Frank Ding and his team are committed to helping you build the confidence you need in your financial future. They create a detailed plan balancing your daily and future needs. Frank Ding offers flexible appointment scheduling to clients. Frank Ding has certifications in BA and CFP.

2026 Highlights: Frank Ding guides clients and structures their accounts to help reduce tax exposure while keeping income available for when it’s needed."

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Contact:

(778) 284-2628

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TBR® Inspection Report:

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PERLER WEALTH REVIEWS

David is my main contact at Perler, although Harry is always around if needed. David has provided consistent correct financial advice over the years for my husband and myself. Our investments have done well and I feel good about my finances with all of David’s advice. We are middle class and live within our means, but having a financial advisor like David assures our financial situation. I really wouldn’t know what to do without the advice we have received from Perler. Good service, respectful and love the birthday cards every year.

My family are all clients of Perler Wealth. They have taken the time to work with my children to set them up on a financial plan for the rest of their lives. The entire team is very professional and quick to respond to any queries. The services they provide are exceptional. Perler Wealth is also very community oriented, and they contribute to many charitable organizations.

We have been clients of Perler Financial for years. Harry is a great advisor and he knows what he is talking about. With all of the market instability, Harry has taken good care of our investments. He has a very personal relationship with his clients, far from just the financial interest. I would recommend Perler Financial for all your financial needs.

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FRANK DING - TD WEALTH FINANCIAL PLANNING REVIEWS

Frank always provides professional advice，always been very helpful，patient and polite.

Nice and professional TD Financial planner.

Nice person with great service.

TBR® Inspection Score Report

PERLER WEALTH Total Inspection Points: 116/120
Complete Info: 8
Business Hours: 9
Responsiveness: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

FRANK DING - TD WEALTH FINANCIAL PLANNING Total Inspection Points: 113/120
Complete Info: 8
Contact Info: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

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