by CEA Wealth | Oct 18, 2023 | Newsletters
Catherine Milum President & Chief Executive Officer A highly respected industry leader with three decades of experience, Catherine joined iA Clarington as President and CEO in September 2023. Catherine previously spent over 20 years at Manulife in progressively...
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...
