Harry Perler
Finance · Canada · 11-50 Employees
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Overview
Headquarters
2232 Elgin Ave Ste D, Port Coquitlam, Br...Phone Number
(604) 468-0888Website
www.perlerwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Harry Perler
Perler Wealth is a wealth management firm that offers a holistic approach to financial management through customized investment and financial planning solutions. Their services include investing, retirement planning, tax planning, estate planning, insurance, and mortgage assistance, catering to individuals, professionals, and business owners. The firm prioritizes client relationships, providing personalized support to help clients achieve their financial goals in a tax-efficient manner. With over 30 years of experience, Perler Wealth is committed to delivering trustworthy advice and enduring results for their clients.Explore more
Harry Perler Org Chart
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Harry Perler
<$5M
11-50
Private
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LS
Laura SeekingsCfp, Clu, Fma, Cpca Financial Planning Department Head
Company Profile Activity
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Perler Wealth is a wealth management firm that offers a holistic approach to financial management through customized investment and financial planning solutions. Their services include investing, retirement planning, tax planning, estate planning, insurance, and mortgage assistance, catering to individuals, professionals, and business owners. The f... Read More
