Perler Wealth September 2025 E-Newsletter

Harry Perler, David Olejnik & Kevin Kinrade

Certified Financial Planners

 

Perler Financial Group

Worldsource Financial Management Inc.

September 2025

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

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PerlerWealth.com
 
 
 

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August 2025 Market Update

With Summer ending, there's no denying that the season has been rather productive for stock markets, with equities posting gains once again in August, marking the fourth consecutive positive month. However, we should not be under any illusions. Periods of low volatility can never last forever, and September is historically the month with the lowest average returns.

Join Harry, David and Kevin for the August Market Update. As always, if you have any questions, please do not hesitate to reach out us.

Corporate Class Mutual Funds

Join Harry, David and Kevin for our September Educational Video discussing Corporate Class Mutual Funds.

As always, if you have any questions, please do not hesitate to reach out to us.

 

 
 
 

The Canadian Pension Plan Death Benefit

While the primary purpose of the Canada Pension Plan (CPP) is to provide retirement income to contributors, it also includes additional benefits for eligible individuals and their families. One such benefit is the CPP Death Benefit. Here’s what you need to know about how it works, who qualifies, and how to apply.

Source: AdvisorStream

Protection Against Scammers

Senior scams have become more sophisticated than ever. In 2025, fraudsters are using advanced tactics to deceive and exploit older adults. Understanding how these scams work is the first step in protecting the people you care about.

Source: AdvisorStream 

 Inheritance Planning

A recent Canadian study on generational wealth reveals growing economic pressures, misaligned financial expectations, and a widespread lack of basic legacy planning among family members. These challenges are putting Canadian families at heightened financial and emotional risk. To help navigate these complexities, learn what you can do to create a thoughtful and effective inheritance plan.

Source: AdvisorStream

What To Do With Insufficient or Unused RESP Funds

A Registered Education Savings Plan (RESP) is one of the most effective ways to save for a child’s post-secondary education. But what happens if the funds fall short—or go unused altogether? Understanding your options can help you make the most of your RESP investment.

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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