PERLER WEALTH
2232 Elgin Avenue, Suite D, Port Coquitlam, BC V3C 2B2 DIRECTIONS
Since 1993
Here’s The Deal:
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.
SPECIALTY:
Investing, Retirement Planning, Business Tax, Long Term Care Insurance, Open/non-Registered Accounts, , Business, Wealth Management, In-Depth Personal Tax Planning, Life, Mortgage and Debt Analysis, Cash Flow Analysis and Projection, Tax-Free Saving Account, Registered Education Savings Plan, Disability & Critical Illness
TBR® Inspection Report:
G&F FINANCIAL GROUP
2748 Lougheed Highway, #400, Port Coquitlam, BC V3B 6P2 DIRECTIONS
Here’s The Deal:
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:
Financial Planning, Financial Advice, Pension, RESP, RRSP, One-On-One Financial Guidance, Qtrade Guided Portfolios, Qtrade Investor, Investment Planning, Estate Planning & Investment
TBR® Inspection Report:
SHAM KASIRI - TD FINANCIAL PLANNER
2385 Ottawa Street, Suite 100, Port Coquitlam, BC V3B 8A4 DIRECTIONS
Since 2012
Here’s The Deal:
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:
Investment, Retirement Planning, Asset Management, Charitable Giving, Protecting Your Income, Education Funding, Planning for Major Purchases, Business Succession Planning, Income Protection, Tax Management, Banking & Credit Management