Perler Wealth August 2026 E-Newsletter

Harry Perler, David Olejnik, Kevin Kinrade & Alex Wellman

Certified Financial Planners

 

Perler Financial Group

Worldsource Financial Management Inc.

August 2026

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 & Alex

604.468.0888

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July 2026 Market Update

Oil dominated the headlines and the market last month, separating clear winners from clear losers. A sharp escalation between the United States and Iran drove crude above 100 dollars a barrel mid-month, and where you were invested mattered more than usual. Canada landed firmly on the winning side.

Join us as we discuss the market update for the month of July.

 

Short-Term Market Volatility vs. Your Long-Term Goals

When markets are volatile, it’s completely normal to feel a little uneasy. But remember: short-term market fluctuations typically have very little impact on a well-designed, long-term investment plan.

Join us for our August 2026 educational video as we explore short-term market volatility versus long-term investment goals and why staying focused on the bigger picture matters.

 

 
 
 

Making Inheritance Matter

Leaving wealth to children is about more than inheritance—it’s about giving strategically to create lasting opportunity. Thoughtful gifting, trusts and financial education can help ensure wealth is used wisely across generations.

Source: AdvisorStream

The Career Advantage of Financial Fluency

Financial fluency can give professionals an edge by helping them understand business decisions, communicate their value and negotiate with greater confidence. Building financial knowledge doesn’t require a finance degree—small steps can strengthen career opportunities and leadership skills over time.

Source: AdvisorStream 

Canada Child Benefit

The Canada Child Benefit (CCB) payment schedule continues through the end of 2026, with the August payment issued on August 20 and the next payment due September 18. Learn how to apply for the CCB, how much eligible families can receive, review the remaining payment dates, and discover what changes have been made to the CCB.

Source: AdvisorStream

Rising Bond Yields: What They Mean for Mortgage Rates

Rising bond yields can put upward pressure on mortgage rates, making it important for homebuyers to consider where rates may be headed. Understanding the relationship between bond yields and mortgage pricing can help borrowers make more informed decisions when choosing a mortgage term.

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. 

 
 

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Suite D – 2232 Elgin Ave | Port Coquitlam, BC V3C 2B2
                                        
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Perler Financial Group.

The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting, or professional advice.
Readers should consult their own subject matter experts for advice on the specific circumstances before taking any action. The opinions expressed are those of the owners and writers only.

Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments.
Mutual funds are not guaranteed, their values frequently change and past performance may not be repeated. Please read your  fund fact sheet &/or funds simplified prospectus before investing

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