CEV Wealth

10/16/2026

If this came to be a reality, would people just simply spend more time entertaining themselves or find purpose in other endeavors? I think it would be the latter but only after a long time of self-indulgence, that would eventually lead to discovery that purpose is what is needed. Work isn't a 4-letter word but it also isn't https://buff.ly/MPKNFeQ

Even after Amazon cut 30,000 jobs, Jeff Bezos predicts AI will boost productivity so much that fewer people will need to work, creating a labor shortage.

10/16/2026

This is putting an oxygen mask on an adult child before you know you have enough oxygen for yourself. You can do both, but you need to be sure you are self-sufficient for the rest of your life.

Many caregivers for older loved ones are stuck in a painful dilemma: They're willing to put their financial security at stake to care for loved ones today, but that leaves them at risk of being a burden on their families later on as they age.

10/15/2026

OAS clawbacks mean you get less; ergo, you pay more tax. There are so many ways to reduce your tax bill, and what works or doesn't work for 1 may or may not for another

Those in the top tax bracket in Ontario pay 53.5 per cent of every employment or taxable interest investment dollar to income taxes, but there are some Canadians who are paying an even higher rate yet have a lower taxable income.

10/15/2026

The European market as a whole hasn't gone up since Trump took office and it is all to do with uncertainty re global trade. What happens that uncertainty abates like when Trump is gone?

10/15/2026

This blows up the common belief that you need a certain amount of assets (eg. RRSP) before you retire and that number is the same for everyone. How much income you need is the deciding factor. If you earn lots and spend most of it, it will be harder

Family Finance: Unlocking home equity or part-time work could help bridge the gap until full government benefits begin at 65.

10/14/2026

I've read articles on the virtues of keeping money separate as well as pooling and working together as a team. I've also seen the upsides and downsides of both of those. I do believe 1 is better than the other overall.

A new financial power couple has arrived.

10/14/2026

Most of the 3000 largest companies in the world have seen their share prices decline by at least 10% since June. In other words, the market is cheaper despite the market as a whole being up. Take out the biggest names and the market is actually cheaper than it was on June 1st.

10/14/2026

Over the 35+ yrs I've been a Financial Advisor I've been told on more than 1 occaision that I'm like a psychologist, therapist, etc. Money is an emotional and when you have an estate, there are more than 1 person to manage or anticipate emotions for

As the United States faces the greatest wealth transfer in history, some people are turning to therapists to help them pass on their assets in a way that preserves harmony.

10/13/2026

When you do things on your own, your are definitely in a vulnerable place. If you work with an Investment Advisor you have a gatekeeper that insulates you from this kind of hack

Scammers may be able to access additional funds to borrow money without investor consent.

10/13/2026

With the AI trade becoming so crowded, there are more and more companies that are actually cheaper than they were 1, 3 even 5 years ago. So, if you aren't one of the crowd, you don't own the market and your portfolio probably has a lot of upside performance pressure built up. It's only a matter of time until the market realizes the value