Perler Wealth September 2024 E-Newsletter
Harry Perler, David Olejnik & Kevin Kinrade
Certified Financial Planners
Perler Financial Group
Worldsource Financial Management Inc.
Perler Wealth September 2024
We are always happy to help you, your family, and friends. As always if you have any questions or comments, please be sure to contact us.
Harry, David & Kevin
604.468.0888
2024 Perler Hockey Pool
Are you interested in joining our annual Perler Hockey Pool, where you can win prizes with no cost to enter?! Click the button below to learn more.
Harry Perler Guest Speaker at Worldsource Conference
Last week, Harry Perler was invited to speak at a peer-to-peer panel where he shared his insights on succession planning at the Worldsource Regional Conference in Vancouver. His extensive knowledge and experience provided invaluable expertise to everyone in attendance.
Click on the pictures to view the videos and articles
Check out some of our recent YouTube Videos, subscribe to our YouTube channel today!
Market Update for August 2024
As we saw again in August, various outside “noise” caused markets to experience a small pullback. However, once the dust settled around these moments of short-term volatility, the market recovered and eventually experienced positive gains by the end of the month. Join Harry, David & Kevin as they further discuss what the markets looked like in August.
Creditor Insurance Products
Join Harry, David & Kevin for this months educational video as they dive into the world of creditor insurance products, such as mortgage life insurance and revolving credit insurance on credit cards and lines of credit. While these products might seem beneficial at first glance, it’s important to understand their potential drawbacks.
Long Haul Investing
Are you interested in long term investing? Here are 5 themes you should acknowledge while considering your next long term investment selections.
Source: AdvisorStream
Consequences of Perfectionism
A common mistake many investors make while working towards a secure retirement is perusing perfection. Here's a list of traps many investors make in their pursuit of "perfect investing".
Source: AdvisorStream
Managing your Inheritance
Receiving an inheritance can be a life-changing moment in someone's life. But what comes next? Find the strategy that best suits you.
Source: AdvisorStream
Saving Tips
An inheritance or a pay raise isn't the only way you can boost your savings. Save more money with these 5 simple tips.
Source: AdvisorStream
High Interest, GIC, and Mortgage Rates
Through our strategic partnership with Dominion Lending Centres, we can help you find the best mortgage rates and make the process as simple and efficient as possible for you. Additionally if you want to stay up to date with the current interest rates on High Interest Savings accounts and GICs click the button below.
**Please note, rates change daily and subject to change without notice. Please be sure to call us to learn the most current rate.**
Life is all about balance. Not only is your financial well being important, but so is your physical and mental well being.
Follow us on social media!
