Perler Wealth December 2024 E-Newsletter

Harry Perler, David Olejnik & Kevin Kinrade

Certified Financial Planners

 

Perler Financial Group

Worldsource Financial Management Inc.

 December 2024

As we look forward to the joy and festivities of this holiday season, we reflect upon the gift of being able to work with you. We thank you for placing your trust in us, and for your continued referrals to family and friends. Working with you is a privilege and certainly it makes this time of year brighter for all of us at Perler Financial.

In honor of you and all our clients, this year we are donating to SHARE Family & Community Services, the Friends in Need Food Bank, the Salvation Army, the Ridge Meadows Hospital Foundation and Langley Animal Protection Society.

From our family to yours, we wish you the happiest of holidays and we look forward to sharing another year with you!

Harry, David & Kevin

604.468.0888

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PerlerWealth.com
 
 

Thank you Laura! 

 

We are thrilled to honor and celebrate an incredible milestone – 15 years of unwavering dedication and outstanding service by one of our most valued team members – Laura Seekings.

Laura’s journey with us has been nothing short of remarkable. Her expertise, desire to learn, and positive attitude have made a lasting impact on our team and our company. We are immensely grateful for her loyalty, hard work, and her passion for helping others.  We are excited to see what the future holds as we continue our journey together. Thank you Laura!

 
 

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Check out some of our recent YouTube Videos, subscribe to our YouTube channel today!

November 2024 Market Update

In the short term, there is a lot of hope and positive optimism in the markets based on the many possibilities to come out of the U.S. economy as we head into a second Trump presidency. In Canada, markets have been very good this year, however our GDP is a concern, and we don’t currently see anything major occurring to alter this path. 2025 is an election year for us in Canada, it will be interesting to see how our markets react as we head down our own campaign trail next year.  Join Harry, David & Kevin as they further discuss the Market Update for November.

2024 Bloopers

What better way to end the year off than with a few laughs. Please enjoy our bloopers from this years filming. Happy holidays and a Happy New Year to all of you.

 

 
 
 

Essential Tax Numbers for 2025

With so much information being provided to us nowadays it can be hard to remember every detail, especially when it comes to our finances. Here's a reference list of essential tax numbers that have been updated for 2025. Among these numbers include the TFSA limit, maximum RRSP contribution, home buyer's amount, and more.

Source: AdvisorStream

Becoming a Wise Consumer

Whether you're a new or seasoned financial consumer, it is always important to reflect on your previous financial decisions and learn from yourself as a consumer. Here's a list of guidelines to ensure you're being a wise financial consumer.

Source: AdvisorStream 

Types of Life Insurance

Selecting the right type if life insurance can be confusing. Learn about the different types of life insurance you can choose from and compare them to see which type best suits your needs.

Source: AdvisorStream

What to Watch for in 2025

With 2024 coming to an end, what should Canadians expect moving forward into 2025? Here are 5 things to watch for in Canadian businesses in 2025.

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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