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6 Strategic Tax Tips to Put You Ahead of the Game

It’s that time of the year again. You’ve gathered all your tax documents and are ready to prepare the tax returns for you and your family. You think it won’t take much time since the returns will be pretty simple this year. After all, you’ve only sold some stocks in 2014, your spouse made an RRSP contribution, you paid for your son’s university tuition and the family moved to a new house because you got transferred for work. Well, if you’re not using a professional to prepare your tax return, you might miss out on these savings:

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Events

 

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T.E. Wealth congratulates the Aboriginal Financial Officers of Canada (AFOA) on celebrating 15 years of excellence and innovation in Aboriginal finance, management and leadership! We are pleased to be sponsors, speakers and exhibitors at the AFOA Canada National Conference in Winnipeg, Manitoba, February 17-19, 2015 at the RBC Convention Centre.

Aboriginal

 

T.E. Wealth financial professionals Jack Jamieson, Vice President Aboriginal Services and Ismo Heikkila, National Director Aboriginal Services will co-present the following workshops:

MON, FEB 16 – TUES, FEB 17

Two-day workshop titled, Effective Planning, and Creation and Implementation of Your Trust

WED, FEB 18 at 11:00 a.m. – 12:15 p.m.

Communities Aren’t Built in a Day which will include discussion on the need to understand the financial affordability of your Trust; funding business development initiatives; the pros, cons and criteria for leveraging a Trust; and the  pitfalls of mixing business and politics.  

For more information on this event, please visit  AFOA Canada National Conference 2015.

 

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Newsletters

via The Globe and Mail | March 27, 2015

Wesley and Eva are just months away from paying off their mortgage and are wondering whether they can afford to move up to a larger home in the same neighbourhood.

He is 37, she is 39. They have two children, ages 5 and 7.

Together, they bring in more than $220,000 a year, he as a civil servant, she as an executive with a non-profit organization. Both have defined-benefit pension plans.

“While we are very happy in our smallish townhome in a great neighbourhood, we are wondering if we are able to afford to move to a larger home in the next five years to accommodate our growing children without compromising our ability to rent a summer cottage and/or travel during the summer months,” Wesley writes in an e-mail.

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Media & Press

via The Globe and Mail | March 27, 2015

Wesley and Eva are just months away from paying off their mortgage and are wondering whether they can afford to move up to a larger home in the same neighbourhood.

He is 37, she is 39. They have two children, ages 5 and 7.

Together, they bring in more than $220,000 a year, he as a civil servant, she as an executive with a non-profit organization. Both have defined-benefit pension plans.

“While we are very happy in our smallish townhome in a great neighbourhood, we are wondering if we are able to afford to move to a larger home in the next five years to accommodate our growing children without compromising our ability to rent a summer cottage and/or travel during the summer months,” Wesley writes in an e-mail.

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