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The Perler Perspective

Author: Harry Perler (Financial Planner) & David Olejnik (Financial Planner) - www.PerlerWealth.com - Check out the Perler Wealth Management Process

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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
20 Episodes
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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.
In this episode of The Perler Perspective, we change things up with our guest Dr. Angela Macdonald, owner of Partners in Health Chiropractic and Massage Therapy in Maple Ridge. Angela, who is a licensed chiropractor, lends some tips on how to avoid back and neck pain. Listen to our discussion as we delve into the benefits, risks, and misconceptions of chiropractic care. Have you ever wondered if you could throw your back out when lifting a cheeseburger? If so, this is the episode for you!
Stay informed with what’s happening in the market today by listening to our Market Update for February 2021.
This month we welcome guest speaker Lyle Perry to the podcast. Lyle is a lawyer at McEachern Harris & Watkins in Maple Ridge. Listen to our discussion as we look to Lyle for an in-depth analysis on the importance of having a will, creating an estate plan and other considerations to take in should something happen to you. 
Stay informed with what’s happening in the market today by listening to our Market Update for January 2021.
In this episode of the Perler Perspective, we welcome guest speaker Brendan Lisk, Vice President, Business Development at Dynamic Funds. Listen to our discussion about the new Dynamic Energy Evolution Fund and investing in the energy sector. Is the future in renewable energy or will fossil fuels make a comeback?
This month we welcomed our guest speaker, Monique Marcotte from Dominion Lending Centres, to The Perler Perspective. Listen to our discussion with Monique about how the Covid 19 pandemic is affecting mortgage rates and how a mortgage broker can help you.
In this episode of the Perler Perspective, we welcome our guest speaker David Onyett-Jeffries, the Vice President, Multi Asset Class Solutions at Guardian Capital. Listen in to our discussion with David as we get his in-depth insights on what's happening in the markets and what changes we might expect in the markets moving forward.
This month we welcomed our guest speaker, Derek Butcher from RBC Global Asset Management, to The Perler Perspective. Listen to our discussion with Derek about Socially Responsible Investing (SRI), a rapidly growing segment in the investment industry. 
This month we welcomed our first guest speaker, Jeff Paling from Fidelity Investments, to The Perler Perspective. Listen to our discussion with Jeff about the effects of COVID-19 on the economy, market trends over previous years, and so much more!
In this episode, we discuss topics like the impacts of COVID-19 on the finance world, what businesses are prospering during the pandemic, how jobs have been affected and so much more! 
Who Are We?

Who Are We?

2020-05-2106:59

Welcome to The Perler Perspective! Our relationship with our clients is unique and personalEvery client has a different life story and individual financial goals.Here we discuss our roles as financial advisors and the different services we provide to help you manage your finances during each stage of your life and reach all of your financial goals in the most tax and cost-effective way.
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