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Home » Services

For money matters, ignorance is never bliss

Our T.E. Wealth Consultants set the record straight on some of the more common misconceptions they have encountered.

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Responsible Downsizing

Winter 2009

By Kostas Andrikopoulos, President and CEO, T.E. Wealth

According to Mercer’s 2009 Compensation Planning Survey, which was conducted in October of 2008, 23% of companies in Canada are planning layoffs in response to the economic downturn, and more than half are considering reducing headcounts. If the economy continues to worsen, these numbers can only be expected to rise.

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Smooth moves for career transition

What you need to know about managing your finances when facing employment changes.

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The Group RRSP opportunity is not to be missed

How a financial education program can help boost participation rates

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Eldercare network now in place

How one of our Consultants has established a support network of professionals to assist clients with the many issues associated with aging.

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A voice of reason

A letter to a concerned client from one of our Consultants putting recent market turmoil in perspective.

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Our Checks and Balances

Fall 2009

By Kostas Andrikopoulos, President and CEO, T.E. Wealth

High profile fraudsters such as Bernie Madoff and, more closer to home, Earl Jones, have shaken the confidence of investors everywhere. Here at T.E. Wealth, we work hard to earn our clients’ trust and not just through our financial planning advice and investment recommendations. Built into our processes are the kind of checks and balances that were conspicuously absent in the offices of Bernie Madoff and Earl Jones.

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A New Era of Opportunity for Canada’s Aboriginal Communities

The settlement of the more than 1,000 outstanding aboriginal land claims will collectively put billions of dollars in the hands of the affected Aboriginal communities. With this money comes a one-in-a-lifetime opportunity for the bands but only when it can be put to good use to further the development of the community and provide an economic base for generations to come.

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The Case for Financial Literacy

Spring 2008

By Blair Campbell, Manager, Business Development – Atlantic Region

Most of us can imagine what it means to be illiterate – unable to fill out forms, decipher signs or follow the instructions on packaging, not to mention never knowing the pleasures of reading a good book. But what about financial literacy, what exactly is it and how does it affect people’s lives?

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All in the family

It’s not unusual for clients to ask their T.E. Wealth Consultants to work with their children – three of our Consultants comment on how they have helped.

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Focusing on the big picture

How individual clients benefit from our big picture view.

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