Gil Lamothe, speaker at  the 18th annual IAFP Symposium 2020 virtual event

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We are excited to announce that Gil Lamothe, Vice President…

Rising stars 2020

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Every year, Wealth Professional Canada spotlights 24 of the…

Is the 4% Rule obsolete?

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by Jonathan Chevreau | July 30, 2020 Original source The…

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

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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…

Should retirees reduce RRIF payments during COVID-19?

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by Jonathan Chevreau | published May 13, 2020 original source:…

Should you delay your retirement because of COVID-19?

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Original source: https://www.moneysense.ca/columns/retired-money/should-you-delay-retirement-because-of-covid-19/May…

CWB to acquire T.E. Wealth and Leon Frazer & Associates

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Transaction significantly expands CWB’s wealth management presence,…

The value of connection

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In late September, our firm held its annual Wealth Management…

How to close more mid-market M&A deals

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This article originally appeared in Middle Market Growth, an…

The T.E. Wealth Speaker Series presents:

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An evening of inspiration with Mike Downie Join us as Mike shares…