Perler Wealth July 2024 E-Newsletter
Harry Perler, David Olejnik & Kevin Kinrade
Certified Financial Planners
Perler Financial Group
Worldsource Financial Management Inc.
Perler Wealth July 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
Congratulations!
We would like to extend a big congratulations to our team members, Kevin Kinrade and Leslie Marsden, for their recent professional achievements.
We're excited to announce that Kevin has earned his CFP (Certified Financial Planner) designation and Leslie has been awarded the CPHR (Chartered Professional in Human Resources) designation.
These accomplishments are a testament to their dedication and commitment to excellence in their respective fields. We are proud to have them as integral members of our team!
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June 2024 Market Update
We saw a bit of a slow start in June however markets got stronger as the month closed out. Click the picture to join Harry, David, and Kevin as they discuss what happened with the markets during June.
What is Home Country Bias?
Investors all over the world tend to partake in home bias by investing a majority of their assets in domestic/local stocks. Join Harry, David & Kevin as they discuss what home country bias is and why this may lead to investors missing out on growth opportunities from other countries.
Common Financial Cyberthreats
It is important to be aware of the constantly evolving cyberthreats we face today. Here are the 4 most common financial cyberthreats and how to avoid them.
Please note that our company utilizes a trusted software called Tresorit, which provides protection for confidential data, such as our client's statements and tax documents, and ensures the ability to share information securely.
Source: AdvisorStream
Clarify Estate Planning Decisions
In an effort to reduce conflict over inheritances, individuals have started writing letters and recording videos to clarify and explain to their heirs why they divided their assets the way they did. Select the image to learn more.
Source: AdvisorStream
Trust Funds
What is a trust fund? Is there more than one type? How does a trust fund actually work? Here is what you need to know about trust funds.
Source: AdvisorStream
Common Financial Mistakes in 2024
Although there are economy and sociocultural factors that are out of your control, there are smart choices you can still make to set yourself up for financial success. Here are 10 common financial mistakes you should avoid making with your money.
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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