Winter 2011

Across the country, the receipt of settlement proceeds in aboriginal communities is bringing with it opportunities as well as challenges. As the T.E. Wealth Aboriginal Services team has discovered, effective stewardship of this newfound wealth requires much more than prudent investment management.

Asking our experts By Kostas Andrikopoulos, President and Chief Executive Officer, T. E. Wealth It seems the major media outlets are learning what T.E. Wealth clients have known for some time. If you want unbiased, expert financial advice, just talk to one of our consultants. For several years, journalists have been contacting many of our …

Fall 2010

How can you make sure your employees are making the most of the benefits you offer them? Can you help them make sound plans for the transition from full-time work to retirement? Are there ways to boost individual productivity by alleviating the stresses that come with financial uncertainty? The short answer to all of these questions is financial education, which can be offered in the workplace through seminars, workshops, online learning and, last but not least, one-on-one financial coaching.

Fall 2010

Living well into old age is about much more than money. The good life means not only having the financial means to pursue it, you also need to have the physical and mental well being to be able to enjoy it.

At one time people talked about aging gracefully. Not today. With the oldest of the baby boomers starting to sign up for seniors’ discounts, old age is undergoing a major makeover. As they have done with just about every other life phase, baby boomers are setting out to redefine old age. Today, the latter part of life is not about growing older, it’s about aging successfully and that means being active, connected and engaged.

Summer 2010

If you are an employer in Canada today, your employees are looking to you for help in getting them ready for retirement.

The financial uncertainty of the past few years has unleashed a desire among Canadian workers for longer-term relationships with their employers. Job-hopping and charting your own course are out and career development and job security are in. At least these are the findings from Towers Watson Global Workforce Study 2010.* The study found that 43% of Canadians would like to work for just one employer over their career span and 34% would prefer no more than two or three different employers. Not surprisingly, retirement benefits figure prominently in this picture. According to Towers Watson, “… competitive retirement benefits are now one of the top five attraction drivers for prospective recruits. In fact, the lure of a better pension elsewhere is cited by employees as the second most important factor influencing their decision to leave an organization, after higher pay.”