July 2022 eNewsletter

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

Here’s what to expect when you work with our team…

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

Are you overlooking potential assets?

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

June 2022 eNewsletter

Looking for relevant financial content? Check out our eNewsletter for this month.

 

Published: June 24, 2022

What should you do as the executor of someone’s will?

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

TEAM MEMBER SPOTLIGHT

Our team member spotlight for this month is our administrative assistant, Tyla Seekings! Tyla’s role within our team allows our day-to-day at the office to run smooth and efficiently. Her role includes preforming trade follow ups, opening new accounts, updating existing accounts and assisting the rest of our administrative team as needed.

Some things you may not know about Tyla are, she is currently studying criminology at Simon Fraser University (SFU), is on the SFU cheer team, and likes to read on her off-time.

Tyla is an important part of our team and we feel so lucky to have her, thank you Tyla!

 

Published: June 11, 2022

Health Benefits of Vacation

Can taking a vacation really help your health? It sure can! Learn some of the health benefits of vacation.

 

Published: June 2, 2022

May 2022 eNewsletter

As we approach the end of May, here are some highlights and additional information for this month.

As always, if you have any questions or comments, please be sure to contact Harry or David at 604.468.0888.

 

Published: May 28, 2022

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Axe Throwing Team Building Event

The Perler Team having some fun at our most recent team building event. Thank you Urban Axe Throwing for having us!

 

Published: May 20, 2022

Team Member Spotlight

Our team member spotlight for this month is our Operations / Branch Manager, Leslie Marsden! Leslie plays an imperative role as she leads the administrative team and ensures that all of our firm’s departments function cohesively. She is a highly experienced individual in our industry and brings a wealth of knowledge to Perler Financial Group. Something you might not know about Leslie is that she has a passion for travel, enjoys spending time with her family, and playing softball. Thank you Leslie for everything you do for the Perler Wealth team!!

 

Published: May15, 2022