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Harry Perler, David Olejnik, Kevin Kinrade & Alex Wellman Certified Financial Planners
Perler Financial Group Worldsource Financial Management Inc.
This is a quick reminder that tax season is in full swing, and individual tax returns are due April 30th. By now, most tax slips should be available. If you’re unsure whether you’ve received everything you need, below is a list of common documents based on the types of accounts you may have. 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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February 2026 Market Update Equities delivered mixed performance in February, with Canadian markets outperforming many global counterparts, while U.S. and technology-focused indices faced headwinds. Join Harry, David, Kevin, and Alex as they discuss the Market Update for February. As always, if you have any questions, please do not hesitate to reach out to us.
Geopolitics, Oil & Markets Join us for a discussion on the conflict between the United States and Iran and the break down of what this means for the global economy, investment markets, and your portfolio. As always, if you have any questions, please do not hesitate to reach out to us.
Life’s Milestones Impact On Taxes Have you reached any major life milestones over the past year? If so, they may have an impact on your taxes. Here are some helpful tips to understand how these changes could affect your tax situation. Source: AdvisorStream
The Iran War’s Impact on Financial Markets Historically, wars have been inflationary, and the conflict in Iran is no exception. But how concerned are financial markets about its broader impact? Source: AdvisorStream
What Happens If I Don't File My Taxes? Many Canadians intend to file their taxes “soon,” but busy schedules can lead to delays and before long, one missed deadline can turn into several. What happens if you don’t file your taxes, and how can you get back on track? Source: AdvisorStream
3 Ways To Help Recent Graduates Jumpstart Career The job market for recent graduates is at a five-year low, making it challenging to secure employment. Here are three ways parents, friends, and family can help jumpstart a new graduate’s career. 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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