Entries by T.E. Wealth

The value of connection

In late September, our firm held its annual Wealth Management Conference. This year, it was titled, Energy Exchange: The Power of Relationships. With a focus on recognizing the value of client and colleague connections, the conference brought together about 70 of our firm’s national financial experts to expand their knowledge on a number of topics, […]

Where Canadian interest rates, China, and fintech are headed

While there’s no surefire way to make economic predictions, peering into the mind of Sébastien Mc Mahon might be the next best thing. In his position as senior portfolio manager, diversified funds and economist at Industrial Alliance Financial Group, Sébastien has written numerous articles on economic issues affecting Canadians. So we asked him to provide […]

Entering the housing market with help from the Bank of Mom and Dad

With prices continuing to rise and stricter rules governing mortgage qualifications, a growing number of first-time homebuyers are turning to the “bank of mom and dad” to get into the housing market. A survey conducted in December 2018 by financial website Finder.com found that 67% of Canadian parents help their children financially – with 20% […]

Are millennials driving ethical investing?

In the transfer of wealth from baby boomers to millennials, the latter are poised to receive more than $30 trillion worth of inheritance. This massive wealth transfer is the reason fund managers are increasingly allocating resources to develop products that target this emerging client base. As millennials begin to engage with wealth and asset managers, […]

9 financial benefits of turning 65

UPDATED JAN 24, 2019 Many of us focus on retiring by age 65 but the thought of living off the nest egg we’ve built, rather than receiving employment income, can be daunting. Good news. There are many benefits available to help you stretch those dollars and hold on to your retirement dreams. Here are nine […]