Past Issue – Fall 2011

Fall 2011

Expect a bumpy ride in equity markets, at least until some semblance of investor rationality returns. Why have stock prices been beaten back to the valuation lows that followed the financial crisis of 2008? Yes, there has been a parade of bad economic news, frustrating political posturing and seemingly ineffective monetary policy. But the economy has grown, albeit at a reduced rate, and companies continue to produce strong earnings. Instead of the irrational exuberance of the past, we may now have irrational despair.

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Fall 2011

Sluggish growth more likely than an outright economic contraction. Economic growth in both Canada and the U.S. will be much lower than was expected a few months ago, but a return to recession appears unlikely.

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Fall 2011

Plan. Invest. Preserve. Just what is so special about these three words? Essentially, they describe the key elements of a sound wealth management strategy. While important individually and more powerful when working together, these three words sum up what we do for our clients at T.E. Wealth. They also show how we are different from others in our industry. Many advisors consider investing to be their core service, with financial planning and wealth preservation added on as “extras.” Not us. At T.E.Wealth, we take a fully integrated approach to your wealth management delivered through our financial consultants and the investment counsellors at T.E. Investment Counsel (T.E.I.C.). Planning is what drives our process; everything starts with you and what you want to accomplish. Investing is there to fuel your overall plan and see you reach your financial goals. Preservation is how we protect all that you’ve accomplished from expenses, taxes and risk.

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