Perler Wealth March 2026 E-Newsletter

Harry Perler, David Olejnik, Kevin Kinrade & Alex Wellman

Certified Financial Planners

 

Perler Financial Group

Worldsource Financial Management Inc.

March aka Tax Time!!

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

Key Tax Slip Information
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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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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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