Perler Wealth

I have been working with Perler Wealth for 20 Years and have found their services to be extremely professional. There are very knowledgeable regarding financial advice. I can always guarantee that I will always speak to an associate the day that I call and they will follow up on the services provided. I have recommended Perler Wealth to friends and they have also been happy too. You can tell they all care about their clients by proving the best service possible. I would highly recommend this company to anyone

I have been a long time client of Perler Wealth and have had the pleasure to get to know many of the staff as well as the family who run the business. Harry is always giving updates, so I know where I stand. It is always professional, friendly and prompt when a need arises. This year I had to seek an accountant and phoned the office to inquire. I was dropping off my files the same day and was pleased to have this dealt with quickly and efficiently. It made me comfortable in the knowledge that if a question arose about my financial situation, the accountant would be able to access that knowledge easily with my permission. I absolutely love this company and would recommend it to any looking for financial opportunities and more.

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.

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.

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.

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!!!

When you trust your investment to a financial planner, it's not simply about instantly making money from high rates of return. It's about how the investment is managed in the long term; the right balance, and the short term; which includes the personalized service that suites you and ultimately yields the returns. Harry and David and the entire support team have been very successful in helping us realize the best rates of return for a secure, long term financial plan for our retirement.

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.

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.

We have been relying on the Perler Financial Group's investment advice since 2006, and have been retired since 2010. Thus, it is demonstrably true that the Perler Financial Group are the custodians of our nest egg. As a result of their committed approach to a conservative, well balanced and diversified investment philosophy we have enjoyed steady growth combined with sound sleep at night.We have no hesitation whatsoever about recommending Harry and Anita and their extraordinary team at The Perler Financial Group to anyone looking for sound investment advice, with a family friendly approach to client care, and who = just like us - consider the amusement park, rather than the stock market, as the place one should go when seeking a ride on a roller coaster.Sincerely,Robert and Maureen GoodrickPeachland BC