As famous investor Peter Lynch once said, “The key to making money in stocks is not to get scared out of them”.
Watch Harry, David, and Kevin as they discuss some historical habits individual investors have made and how this could be an opportunity for you as an investor.
Published: July 29, 2022
Curious about interest rates or common types of investments? Check out this months eNewsletter to find information on these topics along with so much more.
Published: July 24, 2022
Can individual investors learn anything from institutional investors? Absolutely!
Watch Harry and David, in one of their previous videos, as they discuss 5 general strategies individual investors can learn from institutional investors
Published: July 19, 2022
Dealing with finances can be stressful. Our team provides quality, unbiased, and trustworthy advice to assist you in achieving your personal financial goals. Here’s what to expect when you work with our team…
* Over 30 years experience in the financial industry
* Outstanding personalized service
* Unmatched knowledge in financial planning
* Loyal, hardworking, and genuine
* Assistance in reaching personal and financial goals in the most tax and cost-efficient way
* Strive to exceed our clients’ expectations in terms of service and advice
Published: July 15, 2022
Congratulations Kevin on achieving your new designation as a Qualified Associate Financial Planner (QAFP)! Kevin first joined Perler Financial Group in 2021 as a Financial Planning Associate and has been an absolute pleasure to work with in the office. Now he is one step closer to achieving his goal of obtaining his Certified Financial Planner designation.
Feel free to reach out to Kevin and the rest of our team with any financial questions you may have at 604.468.0888! Great work Kevin!
Published: July 12, 2022
Stock markets continued to endure significant downward pressure in June 2022. However, market volatility is nothing new to previous decades. Listen to Harry, David, and Kevin as they step you through recent market findings and compare them to trends that have been seen in previous years. You might be surprised!
Published: July 9, 2022
With the rise of technology, digital assets are now a factor to consider in your estate planning process. Learn more about digital estate planning.
Published: June 30, 2022
Looking for relevant financial content? Check out our eNewsletter for this month.
Published: June 24, 2022
Watch David Olejnik and Kevin Kinrade as they discuss deferring property tax and the benefits that could be available to you.
Published: June 21, 2022
Here are some helpful steps an executor should follow when the testator (the person who made the will) has passed away.
Published: June 14, 2022
