Perler Wealth August 2024 E-Newsletter
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Harry Perler, David Olejnik & Kevin Kinrade
Certified Financial Planners
Perler Financial Group
Worldsource Financial Management Inc.
Perler Wealth August 2024
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
604.468.0888
Perler Financial Group Book Library
We would like to remind you that we have a book library! If you're looking for your next spring read, we have lots of great books to choose from. Plus, we have extra space, so feel free to drop off any unwanted books.
Click on the pictures to view the videos and articles
Check out some of our recent YouTube Videos, subscribe to our YouTube channel today!
July 2024 Market Update
Once again July was a positive month for most developed country stock markets. Join Harry, David & Kevin as they discuss what the markets looked like in July.
Welcome to Perler Financial Group
Our relationship with our clients is unique and personal. Our financial advisors, Harry Perler, David Olejnik & Kevin Kinrade implement a holistic approach individually tailored to help individuals, professionals, and business owners during each stage of their life to help them reach their goals in the most tax and cost-effective way. Meet our team and learn about what makes us unique.
Impact Investing
Impact investing is an investment strategy used to help create beneficial social and/or environmental effects while also generating financial gains. Learn more about the different types of impact investing and if it is right for you.
Source: AdvisorStream
How much insurance do I need?
Life insurance is an important part of your financial plan. However, how much do you actually need? Here are some thoughts to consider while deciding how much life insurance you need.
Source: AdvisorStream
Learn your TFSA room
TFSA limits can be confusing, which can lead to overcontributions from individuals. Unfortunately, over contributing to your TFSA account can have consequences. It is important be mindful of your TFSA contributions and consult with your Financial Planner with any questions.
Source: Investment Executive
Savings Vs. Investing
Where should your money go, saving or investing? Learn the key differences between saving and investing, common mistakes to avoid, and the importance of balancing them both.
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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