PERLER WEALTH
2232 Elgin Avenue, Suite D, Port Coquitlam, BC V3C 2B2 Directions
Since 1993
Here’s The Deal:
Perler Wealth has 25+ years of experience in synergistically blending a balanced strategy of customized service, planning, investment opportunities and risk management. Perler Wealth provides its holistic approach individually tailored to help individuals, professionals, and business owners manage their finances during each stage of their life and reach all their financial goals in the most tax and cost-effective way. Harry Perler has established himself in this profession by using a foundation of unparalleled financial skills, exhausting industry resources. They offer charitable giving, estate and business succession planning.
SPECIALTY:
Business Tax, Long Term Care Insurance, Open/Non-Registered Accounts, Registered Retirement Savings Plan, Business, Wealth Management, Retirement Goal and In-depth Personal Tax Planning, Life, Mortgage and Debt Analysis, Cash Flow Analysis and Projection, Tax-Free Savings Account, Registered Education Savings Plan, Disability & Critical Illness
TBR® Inspection Report:
DANIEL TU
3278 Westwood Street, Unit #102, Port Coquitlam, BC V3C 3L8 Directions
Here’s The Deal:
Daniel TU believes in the value of developing deeply personalized relationships with its clients. He helps you make sure your finances keep up with all you have planned during retirement. Edward Jones provides a highly customized service. All aspects of their business are aligned to understand better and meet their client's unique goals and needs. Whatever your age, salary or family size, they believe everyone can benefit from a comprehensive investing strategy. Their advisor creates a financial strategy that should be made for market ups and downs. And when the markets are volatile, Edward Jones can help you put these events into perspective.
SPECIALTY:
EDWARD JONES - Retirement Income, Investment Management, Wealth Protection, Estate, Retirement Savings, Financial and Intergenerational Planning, Social Security, Legacy & Education Savings Strategies
TBR® Inspection Report:
SAMSON WONG
2755 Lougheed Highway, Unit 11, Port Coquitlam, BC V3B 5Y9 Directions
Since 2007
Here’s The Deal:
Samson Wong helps to provide financial peace of mind in the years leading up to retirement. TD Financial Planner involves arranging your financial affairs in a way that may decrease your overall tax burden. Your Planner will understand your financial priorities and develop a detailed plan balancing your every day and future needs. Their business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
SPECIALTY:
TD FINANCIAL PLANNER - Investment Strategies, Tax and Wealth Management, Government Benefits, Education and Income Planning, Pre-Retirement Planning, Asset Allocation, Business Succession Planning, Charitable Giving, Financial Planning & Portfolio