Perler Wealth is a well-known Financial planner in Port Coquitlam with 30 years of experience. They will always keep clients' best interests at heart by providing quality, unbiased, and trustworthy advice to assist in achieving personal financial objectives. They will continue to strive to exceed their client's expectations regarding service and advice. They also help their clients grow and protect wealth for themselves and future generations. Their Certified Financial Planner is recognizable by the abbreviation CFP. They maintain internationally recognized standards of knowledge, skills, abilities, and ethics in the financial planning industry. In addition, they offer charitable giving, estate and business succession planning.
Best Financial Services in Port Coquitlam
Expert recommended Top 3 Financial Services in Port Coquitlam, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
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!!!
Dealing with Perler Wealth has been nothing but positive. Always professional, efficient, friendly and will go the extra mile to help you. The service given is outstanding with monthly calls from your advisor. Always willing to set up a meeting if your money situation changes.
Perler Financial has always provided the most professional service, efficient responses to all of our requests and questions, regular personal follow up of our status, and solids returns on our investments. It is nice to have complete trust with our finances.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.

G&F Financial Group is a famous Financial planner in Port Coquitlam. They have connected with you for living, working and investing in their communities for 80 years. They financially empower their members by connecting them to personalized advice and solutions. They also focus on educating and empowering you to plan, prepare and dream bigger. They ensure you gain the clarity and direction you need to achieve your financial goals. In addition, they create a customized Smart Money Plan that allows you to meet your financial goals. They take charge of your finances and make a difference in your financial future.
Specialty:
Contact:
Working Hours:
Sat: 9:30am - 4pm
Sun: Closed
TBR® Inspection Report:
G&F FINANCIAL GROUP REVIEWS
I've dealt with G&F for many years and for a very good reason. They listen to my concerns and provide very good advice. They are professional in every aspect of the business and have never steered me wrong. Andrew Fausto at the poco branch has been particularly helpful in recent times , helping me through retirement concerns and other issues when it comes to finance. I would recommend him to others ( and have ) for his professional approach and positive results he is able to provide. He is truly an asset to G&F and is one of many reasons that I will continue to deal with and recommend G&F to others.
G&F Port Coquitlam Branch has a gem of an asset in Andrew Fausto, a Sr. Money Advisor. He is very knowledgeable and helpful to members without compromising principles.
Always a pleasure working with Andrew Fausto and the team at G&F! Keep up.the great work!
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.

Sham Kasiri is one of the renowned Financial planners in Port Coquitlam. He is working at TD Financial Planner with ten years of experience. He mainly focuses on Retirement Planning, Education Funding, Tax Management, charitable Giving and Credit management. They believe that the essential element in your financial plan is you. They take the time to get to know who you are and your priorities before they review your numbers. In addition, they afford an online appointment. They help build your understanding of investment concepts and stay current with ongoing market trends.
Specialty:
Contact:
Working Hours:
TBR® Inspection Report:
SHAM KASIRI - TD FINANCIAL PLANNER REVIEWS
Very professional and friendly advisor. He answer all my questions and concerns quickly and concisely
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.