Perler Wealth July 2026 E-Newsletter

Harry Perler, David Olejnik, Kevin Kinrade & Alex Wellman

Certified Financial Planners

 

Perler Financial Group

Worldsource Financial Management Inc.

July 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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June 2026 Market Update

After nine straight positive weeks for the S&P 500 heading into the month, June proved far more turbulent. A hawkish surprise from the Federal Reserve, a renewed flare-up in the conflict with Iran, and a sharp technology selloff late in the month injected volatility back into markets.

Join us as we discuss the market update for the month of June.

 

Property Tax Deferral

We used to recommend property tax deferral to most eligible clients. After changes in the 2026 BC Budget, that's no longer always the case.

Join us for this month's educational video where we discuss what has changed and what it means for you.

 

 
 
 

Noise vs. Market Reality

Headlines often exaggerate volatility by focusing on individual stocks rather than the broader market. The overall market remains stable, with recent moves driven by sector rotation rather than widespread weakness.

Source: AdvisorStream

Oil Prices in Focus

Oil markets remain volatile as geopolitical tensions and supply concerns keep investors on alert. Despite short-term uncertainty, maintaining a long-term perspective is key.

Source: AdvisorStream 

New Tariff Threats from Donald Trump

Trump’s latest tariff threats on Canadian goods have increased trade uncertainty, but experts view them as a negotiation strategy rather than an immediate economic shift. Canada and the U.S. are continuing talks, with leaders working toward a trade agreement.

Source: AdvisorStream

Why Your Power of Attorney Matters

A power of attorney is one of the most important legal documents in your estate plan, giving someone you trust broad authority to manage your finances if you're unable to do so. While it can be an invaluable tool, choosing the wrong person or failing to put safeguards in place can leave you vulnerable to financial abuse.

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

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