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Harry Perler, David Olejnik, Kevin Kinrade & Alex Wellman Certified Financial Planners
Perler Financial Group Worldsource Financial Management Inc.
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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