by CEA Wealth | Oct 18, 2023 | Financial Articles, Newsletters
Communication is one of the key skills advisors need to manage effectively when dealing with clients. One example of a communication challenge between advisor and client is having tough money conversations that can be filled with emotion. Let’s look at an...
by CEA Wealth | Oct 18, 2023 | Financial Articles, Financial News, Retirement
John’s Take: More volatility and the Cash Wedge, the math of retirement. Retirement income strategist unpacks evolution of financial solutions and the expanding role of advisors in clients’ lives. By Leo Almazora – Jul 17, 2023 With 35 years of experience...
by CEA Wealth | Sep 20, 2023 | Financial Articles, Financial News
John’s Take: How higher interest rates adds fuel to the gap. The wealthiest 20% of households controlled nearly 68% of the total net worth in Canada in the first quarter of 2023, while the least wealthy 40% accounted for 2.7%. Income and wealth inequality among...
by CEA Wealth | Sep 20, 2023 | Newsletters, Press Releases
Welcome to the inaugural CEA Mission Statement Like us, it’s transparent. We’d rather be a long-term wealth management advisor, than a portfolio monitor. Our 3 “W’s”: WHAT we offer: A suite of wealth management services and cutting-edge tools that enable you to become...
by CEA Wealth | Sep 20, 2023 | Financial Articles, Financial News, Taxation
John’s Take: Taxing the ultra-wealthy by changing the application of the Tax Act. Expected changes to Canada’s AMT would affect about 26,000 people, especially those selling a property or with big deductions or extra income Author of the article: Lorne...
