Financial Advisors

Having done one full year of research and planning before carefully selecting our companies benefit provider I can say with confidence that we made the right decision by enrolling with Davis Benefits & Pensions! The team here is more than just a group of "nice people" - they are a dedicated hardworking team who has met and exceeded our companies expectation of what true customer service is. Matt and Laurie specifically have been vital in ensuring our needs were not only met but that support was provided at any point when we had questions or concerns. They were great at following up and made me feel comfortable that our needs were being looked after. They made this experience very positive and we look forward to continuing our business dealings with them for many years to come!

I used to really like coming here for insurance but now they are always trying to sell more insurance and they keep asking even after you say no. I am going to find a new insurance dealer that is not as high pressure sales.

Perler Financial has always provided the most professional service, efficient responses to all of our requests and questions, regular personal follow up of our status, and solids returns on our investments. It is nice to have complete trust with our finances.

My family has been doing banking at this location for decades, and sent off favorable comments to head office about several tellers with stellar performances. Like the 207th branch in Maple Ridge we always get trusted advice and good service.

He is a cheat! Be careful!

Daniel was very informative on the information he provided me regarding my corp and personal investment options. Highly recommend him if you are looking for financial or investment options.