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Youtube
Home Archive by Category "Youtube"
06 May
YouTube

Market Update for April 2026

by Anita Perler 0 Comments

April proved to be the most recent example of why we as investors should avoid overreacting to short-term moves in the market. While March was a dreadful month for stock markets, fast forward one month and all of March’s losses have been made up for, and some.

Join us today for April’s market update. As always, if you have any questions, please do not hesitate to reach out to us.

Published: May 6, 2026

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21 April
YouTube

Diversification

by Anita Perler 0 Comments

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.

 

Published: April 21, 2026

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09 April
YouTube

Market Update for March 2026

by Anita Perler 0 Comments

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.

Published: April 9, 2026

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20 March
YouTube

Geopolitics, Oil & Markets

by Anita Perler 0 Comments

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.

 

Published: March 20, 2026

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06 March
YouTube

Market Update for February 2026

by Anita Perler 0 Comments

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.

Published: March 6, 2026

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21 February
YouTube

Registered Retirement Savings Plans

by Anita Perler 0 Comments

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.

 

Published: February 21, 2026

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08 February
YouTube

Market Update for January 2026

by Anita Perler 0 Comments

January 2026 provided no shortage of headlines. Here are some of the highlights: a globally inspiring and courageous speech by PM Carney in Davos at the World Economic Forum, Iran protests and violent government crackdown, increased US tariff threats towards many nations from Europe to Canada, the clandestine US extraction of Venezuela’s autocratic leader Nicolas Maduro, nationwide protests against ICE action across the US, and Trump’s appointment of new US Fed Chairman Kevin Warsh.
Join Harry, David, Kevin, and Alex as they discuss this month’s market update. As always, if you have any questions, please do not hesitate to reach out to us.

 

Published: February 8, 2026

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26 January
YouTube

Government Pension Plans

by Anita Perler 0 Comments

We’re excited to welcome Alex Wellman as he steps into his new role as part of our Advisory Team. Today, join Harry, David, Kevin, and Alex as they discuss this month’s educational topic of government pension programs. As always, if you have any questions, please do not hesitate to reach out to us.

 

Published: January 26, 2026

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09 January
YouTube

Market Update for December 2025

by Anita Perler 0 Comments

As we close out 2025, markets once again reminded investors that progress rarely moves in a straight line, but long-term discipline continues to be rewarded. Despite volatility, shifting narratives, and persistent concerns around inflation, tariffs, and geopolitical conflict, global markets finished the year on solid footing. Join us for our December 2025 Market Update. As always, if you have any questions, please do not hesitate to reach out to us.

 

Published: January 9, 2026

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24 December
YouTube

Perler Financial Blooper Reel 2025

by Anita Perler 0 Comments

What better way to wrap up the year than with a few laughs from our annual blooper reel? Please enjoy some behind-the-scenes moments from this year’s filming. From our family to yours, we wish you the happiest of holidays, and we look forward to sharing another year with you!

 

Published: December 24, 2025

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