Perler Wealth November 2024 E-Newsletter

Harry Perler, David Olejnik & Kevin Kinrade

Certified Financial Planners

 

Perler Financial Group

Worldsource Financial Management Inc.

Perler Wealth November 2024

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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October 2024 Market Update

Even with Halloween last month, there were no scares for the markets in October, as they continued to be positive. Although, the gains were more modest than in previous months. Inflation continued its downward trajectory and interest rates both in Canada and the U.S. fell as well. Join Harry, David & Kevin as they further discuss the Market Update for October.

Financial Literacy Month Pop Quiz

November is financial literacy month, therefore we decided to change things up for this months educational video by providing you with a quiz to test your financial knowledge. Test scores are kept completely confidential and upon completion you will be entered into a draw to win one of five $25 Starbucks gift cards! The contest ends December 1st, don't miss your chance!

 

 
 
 

Donald Trump's effect on markets

Donald Trump won the presidential election but what does this mean for the stock market? 

Source: AdvisorStream

Capital gains changes put spotlight on tax-gain selling

Due to changes in capital gains tax, taxpayers will now have a new planning opportunity to consider in 2024. Learn more about these changes and what they mean for you.

Source: Advisor.ca

People to speak to while planning retirement 

Are you planning your retirement or about to retire? Here's a list of people to consider speaking to before you start your retirement.   

Source: AdvisorStream

What causes inflation? 

Inflation is something we often hear about in our day to day, however what does inflation actually mean and what causes it to occur?

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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