T.E. Wealth

CWB Wealth harmonizes five boutique wealth management affiliates under a new national brand identity to strengthen its national private wealth offering. Read more here:

CWB strengthens its national private wealth offering with the launch of CWB Wealth /CNW/ - Building on Canadian Western Bank's (CWB) 40-year legacy of personalized banking solutions for Canadian business owners and their families, CWB...

Hot on the heels of historic interest rate lows are some of the most rapid interest rate increases in decades. Some would argue that things are simply returning to normal, but questions remain. How long will it actually take to get there? What are the right moves to make right now? Are there investment opportunities to be had?

In this issue of Strategies read about deglobalization and what that means for investors, protecting yourself in inflationary times, and what Canadian Snowbirds need to know about U.S. regulations.

Read the newsletter here: bit.ly/3dsMepp

Accounting for uncertainty is a must when creating wealth strategies for them, so it’s a recurring theme in this issue of Grow Together/Strategies. Rising inflation, unexpected impacts of the war, investment suitability, and long-term strategies to support lasting family legacies through intergenerational wealth transfer are areas we touch on.

Enjoy and feel free to share these insights with your family, or others who you think may benefit: https://bit.ly/3tFy5u2

The Federal Budget was released last week! We’ve noted a few things that should be on your radar and provide highlights from the full budget here: https://bit.ly/3KIlbBO

This issue of Strategies is themed The Power of Inclusion, in recognition of International Women’s Day (IWD) which fell on March 8. For us, inclusion means honouring the voices of women and other diverse perspectives, listening to our clients, and adapting to a rapidly changing world through inclusive team effort.

With an eye on inclusivity, the topics we touch on in this issue are: Principles for Responsible Investment (PRI), ensuring your financial needs are met after uncoupling, securing a life insurance policy for your non-income-earning spouse or partner, and pursuing your passion.

Read the full edition of Strategies here: https://bit.ly/3L3iUkE

This holiday season, it’s an interesting thought experiment to reflect not only on the current year, but back to the end of June 2020. Where would you have placed your bets on the workplace scenario, global stocks, interest rates and commodities at that time?

Because life is unpredictable even at the best of times, we seek to help our client families plan for several possible future scenarios. In this issue of Strategies, our experts revisit the theme of unknowable futures and share guidance on how to minimize potential risks while maximizing opportunities for positive outcomes.

Read the full edition of Strategies here: https://bit.ly/3ebcZeP

Today, we are observing the National Day for Truth and Reconciliation, to acknowledge the significant work that lies ahead in repairing our relationship with Canada’s Indigenous communities.

In support of a more inclusive and compassionate tomorrow, CWB is working with the Legacy of Hope Foundation(LHF). Their focus is on raising awareness about the history and intergenerational impacts of the residential school system, and finding ways to further equality, hope and healing.

Learn more about our reconciliation efforts at: https://bit.ly/3zMnVrC

Our office is closed today, with essential staff standing by to support you. If you have questions, please reach out to your dedicated advisor.

In this issue of Strategies, our experts reveal what drives Robinhood and meme stocks, charitable giving strategies that optimize tax benefits, and 3 ways to make sure you don’t outlive your retirement plan.

Read the full edition of Strategies here: https://bit.ly/3zwC104

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“We think that many mid-market business families deserve a better experience than they’re getting today."

We recently announced our partnership with Conquest Planning, an AI-supported financial planning platform that will allow our clients to benefit from better-equipped private wealth advisory teams, with more time for personalized, relationship-based client care.

In this Wealth Professional Canada article, Leo Almazora and Matt Evans discuss the strategy behind this partnership and how it plays into our multi-year digital roadmap.

To read the full article, click here: https://bit.ly/3gZEbPo

For Women’s Equality Day, we’re re-sharing our April episode of What They Don’t Tell You focused on women & the wealth industry. Though the services they use are the same, 73% of women reported having negative experiences when dealing with the financial community.

This episode features our advisors discussing the importance of wealth creation when considering a person’s overall wellbeing, and how access to wealth creation needs to be universal.

Click to watch the full episode here: https://bit.ly/3m9JYW9

We’re proud to announce that through CWB Wealth Management, we’re onboarding Conquest Planning Inc. – a leading-edge financial planning software that will augment our team’s ability to deliver a personalized, relationship-focused wealth advisory experience. See below for more details.

https://www.facebook.com/cwbwealthmanagement/photos/a.111859176978027/377268513770424

By this fall, CWB will be the first Schedule 1 bank to onboard Conquest Planning Inc.. Launching under CWB Wealth Management, it will allow our advisors to continue creating personalized wealth advisory experiences, with the power of an innovative high-technology platform.

Conquest is a revolutionary AI financial planning software that allows clients and advisors alike to view the full picture of their financial plan, liberating clients from ordinary banking solutions that don’t cater to their individual needs. Conquest financial plans continue to grow and evolve over time as the needs of the clients change.

When our clients know that their wealth is in good hands, they have more time to focus on what really matters, such as career goals, philanthropic efforts, time with family, and pursuing personal interests.

Read the full press release here: https://bit.ly/37zzpTG



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Nous sommes heureux de vous annoncer que CWB sera la première banque canadienne présentée dans l’annexe 1 à intégrer Conquest!

Lancée sous l’égide de CWB Gestion de patrimoine, Conquest est une plateforme assistée par l’intelligence artificielle qui numérise le processus permettant l’élaboration de plans financiers solides et dynamiques. Cette plateforme de planification financière de pointe permettra aux clients de CWB Gestion de patrimoine partout au Canada d’avoir accès à des équipes de conseillers en gestion privée de patrimoine mieux équipées, qui auront plus de temps à consacrer aux services personnalisés, axés sur les relations avec les clients.

Les besoins en matière de planification du patrimoine des propriétaires d’entreprise et des Canadiens fortunés devenant de plus en plus complexes, CWB Gestion de patrimoine s’engage à doter ses équipes de gestion privée du patrimoine des meilleurs outils disponibles sur le marché aujourd’hui.

Consultez l’intégralité du communiqué de presse à l’adresse suivante : https://bit.ly/3AwRgXG

With more than 50% of marriages ending in divorce, it’s safe to say that everyone knows at least one person who's gone through this difficult process. In these stressful times it’s crucial to not let emotions impact significant financial decisions.

In this article, Marie Machado, Vice President, CFP, RFP, CFDS at T.E. Wealth explores 5 common financial mistakes in a divorce and how to avoid them.

Read the full article: https://bit.ly/3s8s3jH

As a result of land claim settlements, economic development and other revenue-generating sources, many Indigenous communities are better able to make positive changes in their communities. When managed well, these funds can have both immediate and lasting effects.

In this article, T.E. Wealth Indigenous Service team members Lisa Caswell and Jack Jamieson detail the importance of establishing a Trust, setting guiding principles for the funds, and the key considerations for building and launching the most effective solution.

Click here to read the full article: https://bit.ly/3yolXhh

Just as much as tying their shoes and avoiding strangers, it’s crucial to teach your children about financial responsibility, to ensure that they develop a healthy relationship with money. Check out this article that details 6 simple ways to set your child on the path to financial success: https://bit.ly/3y6JZNA

Looking for places to eat and things to see in Vancouver, Edmonton, Calgary, Toronto, Montreal and Quebec City? Our team members from across the country compiled a guide of their favourite small businesses for you to explore this summer. Whether you're visiting these cities for business or leisure, be sure to check out these local favourites and hidden gems from restaurants to parks.

Check our full guide below.


Caffé di Beppe Toronto International Film Festival Calgary Stampede Cafe Beano Café Krieghoff Bistro Petit Hôtel Fairmont Le Château Frontenac Café Humble Lion Hotel Birks Montreal Les Cavistes Fleury Ouest Café Olimpico Four Seasons Hotels and Resorts Lock Stock Coffee JW Marriott Lobby Bar Bricco RGE RD Corso 32 Hotel Arts Kensington

The number of Indigenous business owners in Canada is growing at 5x the rate of all other Canadians.

In this episode of What They Don’t Tell You, Jack Jamieson, Lisa Caswell and Kain Big Canoe of T.E. Indigenous Services discuss the background of government settlements for Indigenous communities, the complexities of managing these assets for each community and the importance of Indigenous Peoples in Canada. When we support and elevate diverse voices and approaches, the economy as a whole will benefit.
Also available as a podcast on Apple Podcasts, Spotify, and Google Podcasts. https://www.youtube.com/watch?v=Zk8BXTIjIgU&list=PLQ-y_g8sNw4fuAcX4VIBkyIysVZz56tB7

Watch the full episode below and sign up to get notified when new episodes launch: https://www.cwbwealth.com/en/our-insights

What They Don’t Tell You: Indigenous communities: Investing for an equitable future Little is known about the multi-generational losses Indigenous communities have faced, the prevention of wealth creation that resulted, and how government se...

Today marks the 25th anniversary of Indigenous Peoples Day, a day to celebrate the rich culture, contributions, and accomplishments of Indigenous Peoples. Today, we also reflect and recognize the injustices and prejudices that Indigenous Peoples have faced for generations.

For greater awareness and to learn more about reconciliation, we invite you to explore these resources and action items recommended by Kain Big Canoe from our Indigenous Services team:

• Read the Truth and Reconciliation Commission Report – 94 calls to action https://bit.ly/3edcTBG
• Take the free University of Alberta Course – Indigenous Canada https://bit.ly/3iS27WB
• Support local Indigenous businesses
• Consider Donating to an organization that supports Indigenous People https://bit.ly/2SfPD0k
The foregoing link lists all of the registered charities in Canada that support Indigenous people/groups/communities, or of course, consider donating “directly" to an organization of choice that supports Indigenous People.

Handing over control is difficult for many business owners. While financial considerations are top of mind, business owners struggle with developing a plan to ensure the wellbeing of their successors. This edition of Strategies shares insights on how to tackle your business transfer calmly and effectively, the rising housing market and the roles of corporate executors. Read the full edition here: https://bit.ly/35xs85S

The pandemic created even more barriers for Indigenous communities’ access to employment, education and healthcare. In this article by Kain Big Canoe, CPA & Lisa Caswell, CFA, MBA, the gaps that Indigenous Peoples experience are examined, as well as the strategies that need to be implemented to include Indigenous voices into our recovering economy and workforce. Read the full article here: https://bit.ly/3fspuVi

Many people are feeling the long term effects of the pandemic on their mental and emotional health, causing them to feel stuck in a rut.

Paul Krismer one of Canada’s leading happiness experts, discusses how many people are caught up in a consumer-centric society, but in reality, shifting our mindset can prove to be the real key to happiness.

Click the link to read the full interview: https://bit.ly/2SXBiFL

Moving homes can be a daunting task, especially as we age. The process of moving is especially challenging when prompted by a life event such as a medical incident or death of a loved one, and the stressful process often continues after the move.

Marcy Ages, Vice President & Certified Professional Consultant on Aging, provides guidance on helpful strategies that can be put into place ahead of time for a smooth transition.

Read the full article: https://bit.ly/33nHHvQ

T.E. Wealth and Leon Frazer are now integrated with CWB Wealth Management to provide a more streamlined platform to better serve our diverse clients. Rudy Mezzetta from Investment Executive speaks with CWB Wealth Management President & CEO, Matt Evans and EVP, Stephen Murphy about the integration process and future plans.

Read more: https://bit.ly/3eHbxR4

Canadian Western Bank sets sights on HNW entrepreneurs | Investment Executive Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say

Everyone deserves to feel represented and empowered in the pursuit of their wealth creation. Despite heavy involvement in economic activity amongst women, the majority have felt that their presence is not important or valued by the industry.

In this episode of What They Don’t Tell You, Samuel Chinniah, Senior Vice President, Family Office Services, joins a team of wealth experts from across the country to discuss the importance of combating stereotypes inflicted upon women in the wealth industry, ideas for selecting the best-matched advisor, and why representation matters.

You can watch the episode now or listen to the podcast version on Apple Podcasts, Google Podcasts or Spotify. https://bit.ly/3vrH8No

What They Don't Tell You: Women & Wealth, The Road to Representation Women-owned businesses represent $117 billion in economic activity, and women currently control about $2.2 trillion in total assets, yet 73% are unhappy with...

As an affiliate brand of Canadian Western Bank, we're thrilled to have landed at number 28 on the 2021 list of Best Workplaces by Great Place to Work Canada.

We couldn't be more proud, but it's all thanks to you — our amazing team across Canada. After such an extraordinary year, we're grateful to all our team members who have continued to step up and support the needs of our clients and fellow employees.

You can read the full list and find out more about Great Place To Work = here: https://bit.ly/3tlu23G

We are pleased to congratulate 3 of our team members on their selection as finalists for this year's Wealth Professional Awards.

Lubaba Rukhsana, Head of Research & Portfolio Manager at T.E. Wealth and Jen Schmid, Vice President & Financial Consultant at Doherty & Bryant Financial Strategists, have been named as finalists for The Advocis Award for Young Achiever of The Year, while Njideka Harris-Eze, Financial Consultant at T.E. Wealth, has been shortlisted for the IFSE Institute Award for Financial Literacy.

Lubaba, Jen, and Njideka — your dedication and expertise inspires us every day, and we are grateful that our team and clients can count on hardworking team members like you.

Winners will be revealed at the celebratory awards show on June 3, 2021. You can learn more about the Wealth Professional Canada Awards and see the full list of finalists here: https://bit.ly/3dAgqv1

In a recent episode of What They Don’t Tell You, Anna Premyslova highlights the misconceptions surrounding senior care. Oftentimes, senior care is overlooked in retirement plans — this, in part, could be rooted in the misconception that the government covers the costs, so no further planning is needed.

Robert Bradburn, AVP Wealth Advisory Services, explores the topic further in our newest blog. He discusses the cost of post-retirement care and critical considerations to note when making decisions regarding insurance plans.

Read the full article here: https://bit.ly/3cU12Ks