Perler Wealth February 2026 E-Newsletter

Harry Perler, David Olejnik, Kevin Kinrade & Alex Wellman

Certified Financial Planners

 

Perler Financial Group

Worldsource Financial Management Inc.

February 2026

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 & Alex

604.468.0888

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January 2025 Market Update

January was busy month for the markets; there were lots of global headlines impacting markets. Overall, it was a positive month, especially for global markets outside of North America.

Join Harry, David, Kevin, and Alex as they discuss this month's market update. As always, if you have any questions, please do not hesitate to reach out to us.

Register Retirement Savings Plans

Join us today for a discussion on RRSPs, including essential information, the right time to start contributing, and how they can benefit your financial future.

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

 

 
 
 

Financial Steps To Take By Age 25

Are you in your twenties, or do you have children or other family members who are? These are 25 key financial steps to take by age 25 in Canada.

Source: AdvisorStream

The Biggest Updates To Know While Filing Your 2025 taxes

Tax season is upon us, raising an important question: Could you receive a larger tax refund this year? Here are the key updates to be aware of when filing your 2025 tax return..

Source: AdvisorStream 

How Taxes Work On Unexpected Money

Have you inherited or received unexpected wealth? Here’s what Canada taxes—and what it doesn’t.

Source: AdvisorStream

Guide To Filing Taxes For Canadians

Are you unsure how to file your taxes or streamline the process? If so, this guide is for you.

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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