Entries by Lucy Conte

5 resolutions for financial health

Fire up the juicer and slap on the spandex – it’s resolution time, everybody! But don’t forget to take care of your financial health as well. Here’s a short list of recommendations from the financial planning experts at T.E. Wealth, to help keep you fiscally fit this year. 1. Update your will and powers of […]

Business as usual no more: How the retail, travel and restaurant industries have changed since the financial crisis

Though we’ve recovered for the most part, a few industries haven’t exactly gone back to business as usual since the crisis of 2008. At the height of it, the retail, travel and restaurant industries took drastic measures to keep us spending. This meant offering deep discounts and catering to our increasingly impatient attitudes, and when […]

Travel risks you should plan for

With endless possibilities now open to travellers, the world has become accessible in ways that were once unimaginable. This can make planning your next getaway an exhilarating experience, so the last thing you want to think about is how it might go off the rails. But as the old adage goes, you’ve got to hope […]

Building hope

Last fall, T.E. Consultant Valerie Pippy closed the chapter on her 30-year career in our Toronto office. She will continue to work out of our Newfoundland office for a few more years as she transitions to full-time retirement. In true Valerie fashion, even this was an occasion to be of service to others. A farewell […]

3 reliable ways to improve your financial well-being

There’s no shortage of clever articles telling people how to better manage their money. These are often accompanied by pictures of attractive, thirty-something women toting shopping bags galore. Whether intentional or not, this sends the wrong message: that people who struggle to manage their finances do so mainly because of cavalier attitudes about spending. Most […]

Rob Carrick answers the big-picture questions on CRM2

In 2017, investors will be seeing more comprehensive reporting under Phase 2 of the Canadian Securities Administrators’ (CSA) Client Relationship Model (CRM2). Some see this as a step forward and believe the increased transparency will help investors to better evaluate the value of the advice they’ve been receiving. For many investors, the new reporting may […]