Perler Wealth, situated in Port Coquitlam, boasts an impressive three decades of experience as a renowned financial planning firm. Their unwavering commitment is always to prioritize the best interests of their clients, delivering top-quality, impartial, and dependable guidance to aid in the attainment of individual financial objectives. They are dedicated to surpassing client expectations in both service and advice. Perler Wealth also plays a crucial role in helping clients foster and safeguard their wealth, not just for themselves but for future generations as well. Their Certified Financial Planner (CFP) designation signifies adherence to internationally recognized standards encompassing knowledge, skills, competencies, and ethical conduct within the financial planning sector. They extend their services to include charitable giving, estate planning, and business succession planning, offering comprehensive solutions to address a diverse range of financial needs.
UNIQUE FACTS:
• Well-Balanced and Diversified Investment
• 30+ Years of Experience
• Cost-Effective Way.
3 Best Financial Services in Port Coquitlam, BC
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.
PERLER WEALTH REVIEWS
I’ve been a client of Harry’s company for over 20 years. Harry,David and the staff are the best. They treat you like a long time friend. He has given me some very solid returns over the years. He is also a very generous person and is involved in various charities and invites his clients to various functions. I’ve been invited to golf with him many times and he always insisted on picking up the tab.
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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Sham Kasiri is a highly regarded Financial Planner located in Port Coquitlam. With a decade of experience at TD Financial Planner, he has established himself as a trusted expert in the field. His primary areas of expertise encompass Retirement Planning, Education Funding, Tax Management, Charitable Giving, and Credit Management. Sham is deeply dedicated to offering his clients a comprehensive financial plan that perfectly balances enjoying life today and preparing for tomorrow's goals. He firmly believes that the most vital element of any financial plan is the individual. Before delving into the numbers, he invests time in getting to know you, your values, and your priorities. Sham offers the convenience of online appointments and is committed to enhancing your comprehension of investment concepts while staying abreast of evolving market trends.
UNIQUE FACTS:
• Online Consultation
• Personalized Services
• On-Site Services.
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SHAM KASIRI - TD FINANCIAL PLANNER REVIEWS
Very professional and friendly advisor. He answer all my questions and concerns quickly and concisely
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Gulf & Fraser a renowned financial planning firm based in Port Coquitlam, has been an integral part of the community for 80 years. Their commitment lies in establishing connections with individuals and businesses, both in terms of living and working in their communities and making sound investments. Gulf & Fraser mission is to empower its members by offering personalized advice and tailored solutions. They place a strong emphasis on education and empowerment, equipping you to plan, prepare, and aspire for greater financial achievements. Their goal is to provide the clarity and guidance necessary for you to reach your financial objectives. They craft customized Smart Money Plans designed specifically to help you achieve your financial goals. By taking the reins of your finances, they actively contribute to shaping a brighter financial future for you.
UNIQUE FACTS:
• Online Appointment
• On-Site Services.
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Sat: 9:30am - 4pm
Sun: Closed
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GULF & FRASER 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.
I’ve been a member with this branch for many years and the service is excellent from every person but in particular a longtime employee and senior money advisor, Andrew Fausto. Not only is Andrew very astute in his field, he is honest and has a demeanour which always makes you feel comfortable, Andrew has been reliable with my timetable and diverse with many of the business areas carried out by the bank. Whether I come in for an appointment or through telephone correspondence, I always leave feeling well managed and just having a good experience, I would recommend Andrew for all your banking needs.
Christine Caruso and Julio Cheung have provide my family with exceptional service over the years. They are diligent employees and very friendly professionals. The manager remembers me and greets me personally when he is available to do so.
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