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 16 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.

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As part founder of Perler Financial Group Inc., Anita Perler brings forth her business education and more than 20 years experience in the financial industry. Her role of Chief Operating Officer, involves corporate relations, in addition to the coordination and supervision of the overall operations of the firm. Her particular leadership, organizational skills and precision to detail contributes to the smooth efficiency of the day to day operations for Perler Financial Group Inc.

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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.

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).

Fraser McDowell has two decades of 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.

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.

Stefanie joined Perler Financial Group Inc. in August 2007 as an Administrative Assistant. With her she has brought 10 years experience in customer driven environments.

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.

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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.

Jocelyn Postler has recently joined our team, from Vancouver Worldsource Financial Management. Jocelyn has worked as a Mutual Fund Administrator as well as a Compensation Specialist for the last 9 years.

Donald has been in the Financial Planning industry since 1988. His dedication to building relationships with his clients provides personalized quality service that is beyond most expectations.

Laura is the newest member of Harry Perler's team; joining Perler Financial Group in late of 2009. Laura holds two designations: Certified Financial Planner (CFP) and Financial Management Advisor (FMA).

Lisa joined Perler Financial Group in February 2010 as an Administrative Clerk (Trade Processing Clerk). Her educational background includes Accounting and Business; she has an Accounting Management Diploma and a General Business Diploma.