Entries by T.E. Wealth

Is the 4% Rule obsolete?

by Jonathan Chevreau | July 30, 2020 Original source The idea that retirees can safely withdraw 4% per year from their portfolio without running out of money has been a pillar of sensible financial planning. But in light of low interest rates and longer life expectancies, some experts say it no longer holds up. Over […]

What to do with $500, $1,000 or $10,000 right now

by Jonathan Chevreau | July 19, 2020 original source: https://www.moneysense.ca/save/financial-planning/what-to-do-with-500-1000-or-10000-right-now/ If you’ve been fortunate to keep a steady income during COVID-19, chances are all of the time you’ve spent in lockdown has resulted in a few extra dollars in your bank account. Experts offer advice on what to do with those “surprise” savings. If you’re […]

The impacts of COVID on small business: more challenges lie ahead

When viewed through the lens of job-growth figures, the Canadian economy is bouncing back, slowly, from the COVID-19 lockdown. However, the picture is not nearly as rosy when considering how far – and how quickly – it declined.  Indeed, some choppy waters still lie ahead. And for small businesses, navigating those waters will take ongoing […]

A tumultuous first half

Although Canadian stocks were closed for trading on Canada Day, U.S. equity and credit investors ushered in the first day of Q3 with another rally. This comes after U.S. stocks finished Q2 with a gain of 20%, marking the best quarter of performance for the S&P 500 Index in 22 years.   While the fear trade […]

Working with Your Indigenous Community Investment and Trust Advisory Partner

A significant amount of new wealth is being created across Canada by Indigenous communities as a result of land claim settlements, resource-sharing opportunities, economic development and other revenue-generating sources. This puts tremendous responsibility on community leadership to manage those funds responsibly and effectively. An experienced investment and trust advisory partner will help you navigate this […]

Youth and COVID-19: How to find jobs and expand networks

Over the last few months, thousands of jobs for young Canadians simply vanished, while many more never appeared in the first place. And as resilient as they may be to the health impacts of the COVID-19 virus, countless young Canadians feel the economic impacts of the pandemic.  Recent research from the International Labour Organization – […]

Managing Community Priorities in the Framework of Indigenous Trusts

written by Lisa Caswell, Vice President, Indigenous Services and  Jack Jamieson, Vice Preseident Indigenous Services Many Indigenous communities are in a position to better their community through new wealth as a result of land claim settlements, resource-sharing opportunities, gaming revenues, economic development and other revenue-generating sources. Managed well, new wealth can create immense positive change, […]

Celebrating National Indigenous Peoples Day

In recognition of National Indigenous Peoples Day, we celebrate Indigenous cultures and communities. Equally, we acknowledge the oppression and discrimination that Indigenous Peoples have experienced for centuries. Our team is honored to be able to support you in your wealth management strategies. We believe that wealth creation is one of the many ways that we […]