Mr. Harry Perler has over 20 years of Business Management behind his name, with the majority of those years working in the financial planning industry. Approximately 10 years ago, Harry had started his own Financial Planning firm, Perler Financial Group. Together with his wife & business partner, Anita Perler, Harry had built one of the most predominant Financial Planning firms in the TriCity area.

Anita Perler has been in the finance industry for nearly 18 years. Upon completing her Business Education, Anita had worked a number of years in the banking industry (Investments and Business accounts). Having upgraded her education in the Insurance and Investment Funds industry, she then took the next step in joining forces with her husband in starting the expansion of "Perler Financial Group".

Marek's Master's degree in business has provided him with the initial and solid base in the financial industry. The combination of his education, experience and precision to detail is a great attribute when he is designing a personal plan catering specifically to his clients' needs.

Jeremy lives in Heritage Mountain with his wife, Kristy, who is a teacher in the district, and their three kids: Jacob, Madeline, and Jordan. Jeremy is actively involved in the community as a soccer coach, youth sponsor, and active member of his church.

My mission is to help my clients achieve financial security and independence by providing appropriate, cost effective, financial and life insurance products and services tailored to their unique situation. I professionally educate, guide and support my clients in building their own investment portfolio.

Fraser McDowell has over 12 years industry experience and is a Certified Financial Planner and graduate of the Canadian Securities Course. He has always strived to put the needs of the client ahead of any individual product. Taking a planning approach to the relationship rather than a sales approach all aspects of a client’s financial picture are addressed.

Born and raised in Vancouver, Craig graduated from the University of British Columbia and British Columbia Institute of Technology.

After graduating with honours in Business Administration and Financial Management, he spent a number of years in the banking industry before becoming a Professional Certified General Accountant (CGA). He has successfully completed the BC Securities and Insurance Council of BC courses and licensing, and is a Certified Financial Planner (CFP).

Jennifer Maier is a Certified Financial Planner (CFP) who has earned her designation through 10 years of education and experience in the financial industry.
 
When her father died suddenly at the age of 52, Jennifer studied personal financial planning, out of necessity, to assist her mother and herself address their new financial questions and needs.

My misson is to guide you in such a way that you are able to make the right decisions for your financial future. This means taking the time to provide you with information and knowledge that will help you make decisions that are in your best interest.

Accomplishing this through continuous education and practices that demonstrate sharing and caring. Working in partnership with you towards achieving goals and milestones that you are committed to…attaining Peace of Mind through Financial well being.

Carissa has been working in the financial planning industry for the past four years. She is an associate at Perler Financial Group. Her academic background includes a Bachelor’s degree from Simon Fraser University, as well as other certification in the industry. Carissa’s mentor and senior advisor is Jeremy Low; one of the top advisors at Worldsource Financial Mgt.

Lavinra Joined our team in April 2000 as an Administrative Assistant for Perler Financial Group. With her, she brought over five years experience in client, hospitality, and retail services. Through continued education and her active involvement in the continued growth of the firm, she became the Operations Manager in 2003.

Josephine Chai joined our firm in July 2002 as Executive Assistant to Senior Partner, Harry Perler, with over a decade of experience in business administration. Her combined education and previous experience will provide the executive office with a reinforced level of excellence and efficiency within Perler Financial Group.

Marina has been working with Fraser assisting in client satisfaction and trouble-shooting since 1996. She grew up and was educated in Calgary and learned the office environment early. She traveled extensively in the 80's which included living in Australia for 4 years. She worked for presidents and CEO's in various office environments.

Leslie joined Perler Financial Group Inc. in March 2006 as an Administrative Assistant. Although she graduated from Simon Fraser University with a Bachelor of Arts in Criminology, Leslie is highly interested in the financial industry. Before joining the Perler team, Leslie worked in the hospitality industry, where she learned the importance of multi-tasking and working effectively and efficiently in a team environment.