Perler Wealth February 2025 E-Newsletter

Harry Perler, David Olejnik & Kevin Kinrade

Certified Financial Planners

 

Perler Financial Group

Worldsource Financial Management Inc.

Perler Wealth February 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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January 2025 Market Update

The recent Bank of Canada's interest rate cut is a positive step towards stimulating growth here domestically, but the potential impact of U.S. tariffs remains a significant risk factor that could overshadow Bank of Canada policy. Trump 2.0 has started with a volley of executive orders and a dizzying pace in the news flow. This will likely continue to be the case over the next few months, and probably the next 4 years. This could make sticking with your investment plan more challenging than in recent years. We are here to discuss with you the potential impacts of a changing macroeconomic landscape and to address any concerns you might have.

Registered Retirement Savings Plan

Join us in this months educational video as we discuss the basics of RRSPs (Registered Retirement Savings Plans), how your contributions work for you in reducing your taxes, and review some examples of RRSP contributions for varying income levels and tax brackets

Don't forget, the 2024 RRSP deadline is on March 3rd, 2025!

 

 
 
 

Important Tax Filing Dates 

Tax season has officially begun. Take a look at these important tax-filing dates. 

Source: AdvisorStream

Financial Health Check

Do you have good financial health? Learn what financial health means, what a financial check up consists of, how frequently you should have a financial check up, and how you can improve your financial health.

Source: AdvisorStream

Finances for Couples 

Money can be a challenging topic for couples to discuss. As a couple, your financial advisor can provide guidance and support during this time to help you meet your financial goals in the most efficient way possible. 

Source: AdvisorStream

AI in the Workplace

Over the last couple of years, AI has been dominating the headlines with its advances. Consequently, more and more companies are capitalizing on these advances to increase productivity in their businesses. 

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

You are receiving this newsletter because you are a valued client &/or you have expressed interest in receiving information from our firm

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