Perler Wealth June 2024 E-Newsletter
Harry Perler, David Olejnik & Kevin Kinrade
Certified Financial Planners
Perler Financial Group
Worldsource Financial Management Inc.
Perler Wealth June 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
Team Member Spotlight
Our next team member spotlight is Stefanie Larson!
Stefanie has been a part of the Perler team since 2007 working as an administrative assistant. Through her warmth and genuine interest in our clients, Stefanie does an amazing job ensuring our clients are walking into a welcoming environment as soon as they step through our doors. Aside from her domain in the reception area, Stefanie helps Harry prep his files and assists other team members with a variety of administrative tasks. Since becoming part of our team, Stefanie has been an absolute pleasure to work with and is an excellent addition to our team.
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May 2024 Market Update
After a pullback in April, stock markets posted a solid bounce back in the month of May. Join David & Kevin as they discuss what the markets looked like in May. Click the picture to join Harry, David, and Kevin as they discuss what happened with the markets during May.
Estate Planning
Estate planning is an overlooked yet critical part of the financial planning process. Join Harry, David & Kevin as they discuss topics involved with estate planning to fulfill your wishes and ensure assets are passed down accordingly.
Do you have a will?
Creating a will is a crucial part of providing your family and loved ones guidance on where you'd like your money and assets to go after you die. Learn the benefits of having a will in place and the potential consequences that may occur if you don't.
Source: AdvisorStream
Money saving tips
Do you want to save more money? Read 15 clever and realistic ways to save money in todays economy.
Source: AdvisorStream
Capital gains tax changes
Here's what you need to know about the capital gains tax inclusion rate increase and how it might affect you.
Source: AdvisorStream
Is life insurance just for older adults?
Having life insurance is a great way to financially protect your loved ones down the road, but when should you get life insurance? Which type of life insurance is best? Learn the answers to these questions and more .
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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