Entries by T.E. Wealth

Supporting millennials in financial wellness during COVID and beyond

They lived through the Great Recession of 2008/09, and many emerged from post-secondary education with big student debts and limited employment opportunities. Now, amid an ongoing pandemic, they’re facing various employment, social and mental health challenges of the Great Lockdown.  Keeping track of cash flow through budgeting may add to those challenges – but it […]

How to Beat the Wintertime COVID-19 Blues

The COVID-19 fuelled transition to living life online versus in person has been dramatic and lightning-fast. If you’d already transitioned to life online prior to COVID, things may not be all that different. But if you don’t normally spend much time online, it may be worth venturing into that realm so you can enjoy art […]

Putting the “physical” in distancing: how to stay active and safe in a post-pandemic world

The growing tally of local and major sports events cancelled as the pandemic took hold was yet another grim reminder of how quickly and indiscriminately COVID-19 dramatically altered our lives.  Active people, however, found clever ways to cope during the crunch. Who knew that bench-pressing water jugs could be so invigorating? Or that there were […]

Rising stars 2020

Every year, Wealth Professional Canada spotlights 24 of the most promising up-and-coming wealth management professionals. We are very proud to announce that two of our team members have made the list. Congratulations Lubaba Rukhsana, Head of Research & Portfolio Manager at T.E. Wealth, and Jen Schmid, Vice President & Financial Consultant at Doherty & Bryant […]

Covid can’t stop culture

Seeing Hamilton in person before the pandemic struck was a bucket-list event for many people. Now you can watch the original cast of this Tony Award-winning play from the comfort of your own home. Welcome to culture in a time of COVID. At least for now. There are ups and downs, of course, to experiencing […]

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 […]