CEV Wealth

CEV Wealth

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Our annual client meetings are "RUPA", Review, Update, Plan, Attain". We are here to get you there.

By appointment only for meetings in our office, at your home or virtually

09/09/2026

In Canada's case, which produces and sells a lot of energy worldwide, this may look like we are net importers of oil; however, we sell much of it as crude, and it comes back to us refined. Something maybe Canada can work on to improve our position?

The retirement cost of taking time away from work 09/08/2026

The other way to look at it is this: take more times away and you'll be able to work longer. That is how someone like me, a self-employed business owner (early 60's), is doing it. Although... I choose to work because it doesn't feel like work to me

The retirement cost of taking time away from work If you know a career break is coming, it’s worth thinking about the effect on your retirement savings before you step away.

Still sending checks in the mail? It's time to stop. 09/08/2026

For those of you who still think sending cheques (or cash?) in the mail is safer than electronically (Canada's situation is really no different than the US) https://buff.ly/ylXiNIk

Still sending checks in the mail? It's time to stop. Check fraud is rising even as the number of checks in circulation is declining. If you're still sending them in the mail, it may be time to stop.

How to tariff-proof your finances 09/08/2026

Emergency reserve makes sense if you have no assets otherwise, your emergency reserve should be a HELOC or other low interest borrowing vehicle that won't require you to make payments on it

How to tariff-proof your finances Tariffs could put some Canadian jobs at risk. Here’s how to prepare your finances for a potential income disruption.

4 takeaways from Fidelity on how Gen Z and millennials are investing for retirement 09/07/2026

I agree with a lot of this but...Target date funds? They can be a invest and forget it vehicle but that is a terrible way to deal with your money. Although, it is better than doing nothing

4 takeaways from Fidelity on how Gen Z and millennials are investing for retirement There's plenty of data showing younger people have a tougher time financially today than previous generations. But how are younger people doing with retirement savings?

Knowing Your Values, Not Goals, Is The Real Decision-Making Advantage 09/07/2026

This aligns very much with my previous post about being intentional about giving (donating). Know what is important to you rather than someone else telling you what should be important to you

Knowing Your Values, Not Goals, Is The Real Decision-Making Advantage Values, not goals, are the real decision-making advantage — a practical filter, backed by recent research, for choosing what's actually yours.

Don’t Wait Until December To Discuss Charitable Giving 09/06/2026

Cheryl and I plan our giving for the following year in December the previous year. It is about being intentional rather than succumbing to hands that may be put out in front of you, asking to support a cause. Life in general is so much about intention

Don’t Wait Until December To Discuss Charitable Giving Wealthy families often find year-end charitable giving stressful, lacking clear purpose despite having advisors and funds.

09/05/2026

If only economic competitiveness were the Olympics. I think maybe we would be higher up in the rankings. We'd be able to do so more easily because this doesn't have anything to do with the advantage a big population has

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3211B/152nd Street, Suite 303
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V3Z1H8

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