HP

Harry Perler

CEO, Perler Financial Group

Perler Financial Group

Port Coquitlam, British Columbia


Contact Information

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Company Information

Company
Perler Financial Group
Industry
financial services
Employees
350.0
Seniority
C suite
Annual Revenue
24100000.0

Technologies

EasyDNS Mimecast Outlook Microsoft Office 365 Amazon CloudFront Amazon AWS Google Tag Manager Google Analytics WordPress.org OpenSSL Apache Mobile Friendly Bootstrap Framework

Keywords

financial advisory advisors mutual funds investments financial planning wealth management advice financial advisors investment solutions digital client experience portfolio management client engagement advisor support tax planning financial education strategic partnerships mutual fund dealer investment dealer open architecture client onboarding personalized support compliance oversight wealth as a service financial health risk management client communication performance tracking educational resources financial literacy business development advisor advocacy community building automated content creation investor education operational efficiency advanced analytics tax-loss harvesting charitable giving registered education savings plans registered retirement savings plan tax-free savings account client segmentation advisor technology collaborative relationships market insights data-driven strategies regulatory compliance client satisfaction professional development advisor resources multichannel marketing value of advice financial prosperity community impact client-centric approach insurance products digital tools personalized solutions collaborative growth transparency freedom of choice canadian investors financial institutions digital transformation community well-being automated processes wealth accumulation retirement planning estate planning digital marketing financial technology omni-channel marketing desjardins group financial cooperative wealth journey innovative solutions comprehensive services financial consulting financial services consulting management consulting investment management b2b law practice legal services marketing & advertising finance technology information technology & services

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