Perler Wealth

04/21/2026

Diversification is a powerful way to manage risk and smooth out your investment journey over time. It won’t prevent losses or guarantee gains, but it can help your portfolio stay more resilient across changing market conditions.

Join us today for a discussion on what diversification is and its impact on your portfolio. As always, if you have any questions, please do not hesitate to reach out to us.

https://ow.ly/gWXz50YNEop

04/14/2026

March was characterized by a sharp and synchronized global equity sell-off, driven primarily by escalating geopolitical tensions following military conflict in Iran.

Join Harry, David, Kevin, and Alex as they discuss the Market Update for March. As always, if you have any questions, please do not hesitate to reach out to us.

https://ow.ly/Q2C850YIp6I

04/10/2026

Financial wellness begins with smart planning, especially when navigating the complex world of crypto and digital assets. Social media platforms like Facebook and Instagram are seeing a rise in investment scams, including crypto fraud and pump-and-dump schemes. Stay vigilant to safeguard against financial fraud.

Crypto fraud and pump-and-dump schemes are on the rise on some of the most popular social-media platforms.

04/05/2026

Happy Easter everyone!

04/02/2026

We decided to have a little fun for April Fools’ Day, so we surprised them with this prank video—we told them we were planning to share it on our social channels. They laughed so much, they actually agreed to let us post it!

03/26/2026

Financial wellness starts with a solid financial planning strategy. In times of market uncertainty, especially during global events, it’s important to stay disciplined and avoid impulsive trading decisions.

Investors have to fight the urge to make big moves as the war in Iran rattles markets.

03/24/2026

Join us today for a discussion on the conflict between the United States and Iran and the break down of what this means for the global economy, investment markets, and your portfolio.

As always, if you have any questions, please do not hesitate to reach out to us.

https://ow.ly/y21R50Yyl6T

03/18/2026

Financial wellness involves the patient art of financial planning, investing, and understanding investor psychology. Boring investment portfolios often signify stability and long-term success rather than excitement. Prioritize investor education to cultivate counterintuitive expectations, contributing to a fulfilling investment experience while enhancing overall financial health. Embrace the mundane for enduring results.

Here are the counterintuitive expectations you should have if you want to set yourself up for a good investment experience.

03/12/2026

Exploring financial wellness involves understanding the nuances of financial planning, taxes, and estate planning. Canada's lack of inheritance tax doesn't mean a tax-free estate; provinces may impose probate fees. Emphasizing evergreen strategies helps prepare for future changes, ensuring estate plans effectively manage taxes and safeguard assets.

While Canada has no inheritance tax, provinces and territories may levy probate fees or estate administration tax.

03/09/2026

Equities delivered mixed performance in February, with Canadian markets outperforming many global counterparts, while U.S. and technology-focused indices faced headwinds.

Join Harry, David, Kevin, and Alex as they discuss the Market Update for February. As always, if you have any questions, please do not hesitate to reach out to us.

https://ow.ly/mgex50YrpsI

02/27/2026

Tax season is here and the RRSP deadline for 2025 tax deductions is March 2, 2026. RRSPs can provide immediate tax savings and long term tax deferred growth, but timing matters based on your income and stage of life. If you are unsure whether contributing makes sense this year, let’s review your situation.

As always, if you have any questions, please do not hesitate to reach out to us.

02/25/2026

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.

https://ow.ly/uQyi50YlGWU