Written by Scott McKenzie, Regional Vice President and General Manager, CFA, CFP, CIM
April 11, 2014

I wrote in my first blog  about how good maps are useful, but how good plans actually get you there. And I finished my last blog saying that the best financial plan in the world will come up short without proper implementation.

In other words, why bother investing time and money in an otherwise great plan if it more or less sits on the proverbial shelf, all-but ignored save for a yearly check in?

Read more »

Go to our T.E. Wealth Blog


The Art of Living Well & Leaving Wills, May 27th, 2014, Toronto

Back by popular request! T.E. Wealth presents an encore presentation of our January 2014 event, The Art of Living Well & Leaving Wills.

Executive Weight-loss Coach, Adele Tevlin, is a certified nutritional practitioner with a B.Sc. in neuropsychology and a master level NLP. She is a regular contributor to Golden Girl Finance and has been a regular nutrition and weight-loss expert for Etalk. She’s appeared on Global News and Breakfast Television, and has been quoted in Chatelaine Magazine. Adele will speak about the effect of certain foods on mood, behaviour and brain functioning. Also, find out which everyday food she wants you to avoid completely!

T.E. Wealth expert, Marcy Ages, will speak on planning and estate issues, highlighting some of the recent federal changes to testamentary trusts. Marcy is a Senior Consultant and Certified Professional Consultant on Aging. As founder of The Care Network, Marcy also works with other service professionals to provide financial, estate planning and assisted living solutions to her clients and their families.


Event details:

Tues. May 27th from 6—8:30 p.m.
The Royal York Hotel, Tudor Room 7 & 8
100 Front Street West, Toronto


6:00 – 6:30 p.m. Cocktails & Registration
6:30 – 7:15 p.m. Marcy Ages, followed by Q&A
7:30 – 8:15 p.m. Adele Tevlin, followed by Q&A
8:30 p.m. Closing remarks

Please RSVP by May 19th to Melanie Saunders or 416.366.1451

Read more »

More about our Events across Canada


You may not like it but, just like broccoli, rebalancing your portfolio is good for you and your investment returns.

At the beginning of each year, the “good for you” tips proliferate in the media as people look to make resolutions that can improve their lives. From healthier eating and increasing exercise to spending less and managing stress, these activities usually involve a hefty dose of willpower. They require us to change our behavior and often mean giving up something that feels good now for something better later on. Portfolio rebalancing belongs on this list. Selling the outperformers in your portfolio and investing in the underperformers can feel wrong but it’s actually the right thing to do.

Read more »

View our complete Strategies Newsletter

Media & Press

via The Globe and Mail featuring Matthew Ardrey and Warren Baldwin | March 3, 2014

Haley and Hank have worked diligently over the years to pay off the mortgage on their Southwestern Ontario home and build a nest egg.

She is 54, a letter carrier; he is 51 and works in customer service. Together, they earn about $108,000.

For some time now, Haley has been worrying whether they were saving enough and whether their savings were properly invested, concerns that became more pressing a few months ago when Canada Post announced it was restructuring and cutting its work force. Haley is perilously close to the bottom of the seniority ladder.

At best, she might get another five years of work, Haley writes in an e-mail. By then she will be 59.

Read more »

More about T.E. Wealth in the Community