Our first team member spotlight for this year is Alex Wellman!

Alex joined Perler Financial Group in the summer of 2023 after graduating from Simon Fraser University with a Bachelor of Business Administration (BBA), specialized in Finance. As one of our Administrative Assistants, Alex works alongside our Advisors, supporting them while they assist our clients in reaching their financial goals. Alex's work ethic and passion for the finance industry is evident through his diligent work in the office. It's a pleasure having you be a part of our team Alex!

March 2025 Market Update

It is important to remember to stay invested despite uncertainty and volatility, maintain a diversified portfolio, and make sure you have enough in cash or short-term fixed income for needs in the next 6 to 18 months.

As always if you have questions about the markets or your portfolio’s positioning, we are here and will be very glad to speak with you.

The Importance of Staying Invested 

 The tariff pause has raised hopes for a path to negotiated resolutions and shows the Trump administration is paying attention to credit and equity markets.

It's important to remember that selling everything and going to cash to try and time the market is never the correct answer. Holding a diversified portfolio of both stocks and bonds is usually a good place to start if you are nervous about the stock market. 

As always, if you have questions about your portfolio or financial plan, please do no hesitate to give our team a call.

Thinking Of Timing The Market?

Although it might seem straightforward, timing the market is very difficult and discouraged for investors. Here's what you need to know about trying to time the market.

Source: Mike Smith, Russell Investments 

Exchange- Traded Fund

An ETF, also known as an exchange-traded fund, is an investment fund that holds multiple underlying assets and can be bought and sold on an exchange, similar to an individual stock. Learn more about how ETF's work, their pros and cons, the different types of ETF's and more. 

Source: AdvisorStream 

Can't Pay Your Tax Bill?

With the tax deadline approaching on April 30th this year, this often means a refund for most, however, for some it can mean an unexpected bill. Here's what you should do if you cannot pay your tax bill. 

Source: AdvisorStream

Young Canadians Investing In Bonds

It's important for young investors, who are just starting out, to have an understanding of what the bond market is as well as their financial goals. Learn more about how young Canadians should invest in bonds. 

Source: AdvisorStream