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Our Administration
As with any other highly successful company, we are proud to have one of the most professional and diligent administration staff in the industry.
COO, Perler Financial Group
Anita Perler, co-founder of Perler Financial Group, brings forth a business education from Capilano University & BCIT, and more than 25 years’ experience in the financial industry. Anita has successfully completed the Investment Funds in Canada Course (CIFC), the Branch Manger's Examination Course (BM), FLMI Level One Certificate, in addition to several other industry related courses. Anita continues to broaden her knowledge in the financial…
Operations Manager
Leslie Marsden comes to Perler Financial Group with extensive knowledge from having been in an executive role in the financial planning industry for over a decade. Leslie graduated from Simon Fraser University with a Bachelor of Arts degree. She has successfully completed her Investment Funds of Canada Course (CIFC), the Canadian Securities Course (CSC) and the Branch Manager’s Examination Course (BM). She continues to expand on her knowledge with ongoing leadership, business, and industry related educational programs. As Assistant Operations Manager, Leslie is responsible for assisting the COO with the general operations of Perler Financial Group...
Financial Planning Department Head, Associate to Harry Perler
Laura joined Perler Financial Group in late 2009. She holds three designations: Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Certified Professional Consultant on Aging (CPCA). Before Perler Financial, she worked in the banking industry since 1991 and has been helping people with their financial planning since 2002. Harry Perler has known Laura since back in 1994 when she and her husband had owned a family restaurant in Coquitlam. Laura knows and understands the…
Administration - Reception
Stefanie has been part of the Perler team since 2007, bringing along with her 13 years’ experience in customer service environments. As first impressions are of great importance upon entering the office, Stefanie ensures the reception is run smoothly and efficiently. The welcoming environment of the firm is due to Stefanie’s warm disposition and genuine interest in our clients’ health and wellbeing. As such, don’t be surprised if Stefanie gets to…
Executive Assistant to Ivan Vazquez
Allison joined Isla Vancouver Wealth Management, formerly Irvine Financial in February of 2015 as Executive Assistant. She brings over 25 years’ experience in bookkeeping, accounting and business administration to the team. Her experience combined with her education proves valuable to the firm as a whole. She continuously provides the highest level of excellence and proficiency in all her duties...
Executive Assistant
Christine came to Perler Financial Group in 2020 with more than 20 years administrative experience, most of which is in the financial industry. Much of her vast knowledge in the field of Life Insurance came upon completing her Life Insurance exams and working as an assistant for an advisor specializing in segregated funds.
Digital Marketing Assistant
Kelsie returned to Perler Financial Group in 2019 with several years of experience working in the healthcare industry. With a strong passion for digital marketing, she has since completed certificates in both digital marketing and search engine optimization.
Investment Advisor Assistant
Nicole recently joined Perler Financial Group in 2025 after graduating from Simon Fraser University with a Bachelor of Business Administration and a Certificate in Business Analytics and Decision Making, bringing a strong analytical foundation and attention to detail to her work.
Admin / Digital Marketing Assistant
Tyla first started working with Perler Financial Group in 2021 with experience in the service industry.