3 Best Financial Services in Port Coquitlam, BC

“Perler Wealth maintains internationally recognized knowledge, skills, abilities, and ethics 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.

“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-TD Financial Planner offers flexible appointment scheduling to clients.

“Sham Kasiri is a highly regarded Financial Planner. With a decade of experience at Sham Kasiri-TD Financial Planner, Sham 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 consultations and is committed to enhancing your comprehension of investment concepts while staying abreast of evolving market trends.