Perler Wealth June 2026 E-Newsletter

Harry Perler, David Olejnik, Kevin Kinrade & Alex Wellman

Certified Financial Planners

 

Perler Financial Group

Worldsource Financial Management Inc.

June 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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May 2026 Market Update

The final week of May was another positive one for the stock market; the ninth in a row for the S&P 500, marking its longest weekly winning streak since 2023.

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

 

RRSP vs TFSA vs FHSA — Which Account Is Right for Canadians?

One of the most common questions clients ask is whether they should invest in an RRSP, TFSA, or FHSA. The best choice depends on factors such as your financial goals, investment timeline, and tax situation, as each account offers unique advantages.

Join us as we explore the key differences between these accounts and help you determine which option—or combination of options—may be the best fit for your financial goals.

 

 
 
 

TFSA & RRSP Tricks for Building Wealth

Canadians can grow their wealth by contributing to a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA), both of which offer tax-advantaged growth. But are you making the most of these powerful savings tools?

Source: AdvisorStream

The Emotional Side of Retirement Planning

Retirement planning is often viewed as a numbers game. How much have you saved? What will your withdrawal rate be? Will your money last? While these questions are important, they only tell part of the story. The emotional side of retirement is often overlooked, yet it's one of the biggest challenges many retirees aren't prepared for.

Source: AdvisorStream 

Common Financial Mistakes People Make Before Seeking Debt Help

Debt problems don't usually happen overnight. More often, they build slowly through a series of seemingly manageable financial decisions that gradually become harder to sustain. Recognizing the warning signs early can make a significant difference. Here are some of the most common financial mistakes people make before seeking help with debt.

Source: AdvisorStream

10 Best Budgeting Books To Read This Summer

If you’re looking for a good book to read this summer, here are 10 of the best budgeting books. Some of these books explore the emotional side of money—why we worry, avoid decisions, or repeat habits—while also offering practical tools for budgeting, saving, and planning ahead, building a strong foundation for future investing.

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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