T.E. Wealth

03/11/2022

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

/CNW/ - Building on Canadian Western Bank's (CWB) 40-year legacy of personalized banking solutions for Canadian business owners and their families, CWB...

02/11/2022

To our esteemed T.E. Wealth clients & partners, we want to thank you for your years of trust and dedication. This step forward towards the future will combine our legacy with an expanded service range, under our new brand CWB Wealth.

We are bringing together the heritage and legacies of CWB Wealth Management, T.E. Wealth, Doherty & Bryant Financial Strategists, and Leon Frazer & Associates under the unified brand CWB Wealth. Our Calgary-based IIROC boutique, CWB McLean & Partners, will maintain a distinct identity under the new CWB Wealth brand as CWB Wealth Partners.

Each of these brands has its own proud history. Alongside CWB, they share a common heritage of excellence in client service, and we are committed to preserving and building on the legacies of our founders as we move forward together under a shared identity.

Our founders pushed the boundaries of what was possible. We, too, believe in pushing beyond the boundaries to achieve our common purpose - helping our client families live their best lives.

As a symbol of this commitment, we reached out to the founders and builders of our legacy private wealth firms, including our own Tim Egan, and asked them to share their founding visions. The short film we created from this experience is a tribute to our founders. It documents the spirit of purposeful entrepreneurship which continues to stand at the heart of our firm, and will continue to guide us in all that we do.

For more information, visit https://bit.ly/3FdTtx3

19/09/2022

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

15/06/2022

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

14/04/2022

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

23/03/2022

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

24/12/2021

“To traditions olde and new
We cherish days past
And yet to come with you.”

Season’s greetings from the T.E. Wealth family. Wishing you and your loved ones comfort, hope and joy for the holidays and always.

21/12/2021

Season’s greeting from the T.E. Indigenous Services family, to yours. We wish you and your family warmth, togetherness, and cherished memories this upcoming year.

Painting by Dominique Normand, “Northern Sky.” Learn more about the artist: dominiquenormand.ca

21/12/2021

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

30/09/2021

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.

22/09/2021

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

03/09/2021

https://www.facebook.com/cwbwealthmanagement/photos/a.111859176978027/391094809054461/?type=3

“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

26/08/2021

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

12/08/2021

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

11/08/2021

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

09/08/2021

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

04/08/2021

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

30/07/2021

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