by CEA Wealth | Nov 13, 2024 | Financial Articles, Financial News
John’s Take: Life insurance for business owners helps lower the taxman’s take! Clockwise from top left are Eric Benchetrit of Sage Advisory Corp. , Michael Godsoe of Langhaus Financial, Trevor Shaw of Unity Insurance, and Dustin Schneider, also of Unity...
by CEA Wealth | Oct 14, 2024 | Financial Articles, Financial News
John’s Take: After a tough 2022, 2023 is showing signs advancement thanks in part to AI. Boston Consulting Group issued its annual Global Wealth Report for 2024. The report highlights that global net wealth staged a significant recovery in 2023, growing by 4.3%...
by CEA Wealth | Sep 20, 2024 | Financial Articles, Financial News
John’s Take: Numbers speak louder than words, are you ready? An interesting article in the New Economies newsletter by Marine Auge, title The Great Wealth Transfer: A New Era in Wealth Management Here is a summary of the article. The wealth management industry...
by CEA Wealth | Sep 17, 2024 | Financial Articles, Financial News
John’s Take: Concentration of Growth in Toronto and Vancouver… totalling 275! Canada’s centi-millionaire numbers have soared by 42%, a new report shows Published Sep 17, 2024 Two Canadian cities are on the list of centi-millionaires, with Toronto boasting 195....
by CEA Wealth | Sep 14, 2024 | Financial Articles, Financial News
John’s Take: Wealth is increasing for the well to do across all asset classes, but for the middle class it is mainly a status quo. Propelled by an uptick in life insurance and pensions, savings and foreign investments equity Canadians’ household wealth passed...
