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Perler Financial Group - Worldsource Financial Management Inc. For our podcasts, we focus on educating and providing our listeners with current and factually correct financial information in an engaging and innovative way. *****************************************************************************************Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Perler Financial Group
38 Episodes
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Mike Hamfelt , Vice President and Partner at Com Pro Managed Business Solutions, joins The Perler Perspective to discuss his companies new tree planting initiative for small business looking to find simple ways to help protect our environment.
Stay informed with what’s happening in the market today by listening to our Market Update for March 2022.
Stay informed with what’s happening in the market today by listening to our Market Update for February 2022.
Listen to our latest episode of The Perler Perspective as we welcome guest speaker Janice Goldmintz, president of Talk About Aging. We turn to Janice for insight and strategies on how to start the conversation with loved ones about senior living. Conversations with your loved ones about senior living are often complex and require one to consider a variety of topics including the financial and logistical concerns of organizing a plan for senior living care. Whatever the situation, Janice offers resources that will ensure your loved ones maintain the highest quality of life at every stage.
Stay informed with what’s happening in the market today by listening to our Market Update for January 2022.
Stay informed with what’s happening in the market today by listening to our Market Update for December 2021.
Want to improve your financial literacy? This month we welcome guest speaker Todd Mattina to the podcast. Todd is Mackenzie Investment’s Chief Economist and Co-lead of its Multi-Asset Strategies team. He’s also a Portfolio Manager on several Mackenzie Investment products that include alternative investments, balanced funds, and managed solutions. Listen to our discussion as we learn about Macro Symmetry and the current outlook on the global economy.
Want to improve your financial literacy? This month we welcome guest speaker Todd Mattina to the podcast. Todd is Mackenzie Investment’s Chief Economist and Co-lead of its Multi-Asset Strategies team. He’s also a Portfolio Manager on several Mackenzie Investment products that include alternative investments, balanced funds, and managed solutions. Listen to our discussion as we learn about Macro Symmetry and the current outlook on the global economy.
Stay informed with what’s happening in the market today by listening to our Market Update for November 2021.
Stay informed with what’s happening in the market today by listening to our Market Update for October 2021.
In this episode of The Perler Perspective, we welcome Traveluxepro travel advisor, Sarin Raj to offer her top travel tips. Sarin goes into detail on all of the steps you currently need to take before travelling internationally. Listen to our discussion to find out why it is even more important now to buy travel insurance. This episode is sure to get you thinking about travel, even if it is just a staycation getaway!
Stay informed with what’s happening in the market today by listening to our Market Update for September 2021.
Stay informed with what’s happening in the market today by listening to our Market Update for August 2021.
Stay informed with what’s happening in the market today by listening to our Market Update for July 2021.
Do you own or want to own property in the U.S? This month we welcome guest speaker, Michelle Munro, a leading member of Fidelity Investment’s Tax and Retirement Research team. In our discussion, Michelle explains some of the common ways for Canadians to structure the ownership of their U.S real estate, tax considerations to consider and how many days a Canadian can be in the U.S before running into problems with the IRS.*We are not U.S tax experts and listeners should always refer to their advisor and personal tax specialist to discuss their own situation*
Stay informed with what’s happening in the market today by listening to our Market Update for June 2021.
In this episode, we welcome back David Onyett-Jeffries who is the Vice President, Multi Asset Class Solutions at Guardian Capital. As Guardian Capital’s chief economist, David addresses the current concerns over inflation and provides a brief layman’s term explanation on how inflation can impact the economy. We go into depth with David about the forecast for the Canadian dollar and the overall view of the market.
Stay informed with what’s happening in the market today by listening to our Market Update for May 2021.
Stay informed with what’s happening in the market today by listening to our Market Update for April 2021.
Stay informed with what’s happening in the market today by listening to our Market Update for March 2021.
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