CEV Wealth

CEV Wealth 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

I love taking a train somewhere. My favorite mode of transportation anywhere in Europe. I've also done it from a station...
09/02/2026

I love taking a train somewhere. My favorite mode of transportation anywhere in Europe. I've also done it from a station close to home to Portland Oregon. I'd do it in Canada but it is WAY TOO EXPENSIVE

Riding trains is no different than a lot of folksy, charming things we used to do, only to stop doing it the moment we could afford not to.

The close relationship you have with your   a major factor in determining your financial success. If you don't think you...
09/02/2026

The close relationship you have with your a major factor in determining your financial success. If you don't think you have that, find one by asking people you know about their advisor

Adoption of artificial intelligence for personal finance is surging. More than half (55%) of Americans said they used AI to help manage finances.

Analogies can work wonders in making sound decisions and getting out of your own head
09/01/2026

Analogies can work wonders in making sound decisions and getting out of your own head

Here's a framework that satisfies both the head and the heart.

Don't let any Canadian politician tell you that we can simply diversify our trade away from the USA. Finding other buyer...
09/01/2026

Don't let any Canadian politician tell you that we can simply diversify our trade away from the USA. Finding other buyers of our goods and service is bigger than they will let on

If you are a Canadian feelling like you need to protest in some way, your portfolio isn't what you should look at for do...
09/01/2026

If you are a Canadian feelling like you need to protest in some way, your portfolio isn't what you should look at for doing it

Dropping the United States from an investment portfolio could have serious financial consequences.

If you see inheritance on the horizon, you may want to look at what you could encounter because going through this can b...
09/01/2026

If you see inheritance on the horizon, you may want to look at what you could encounter because going through this can bring out the worst in people https://buff.ly/UDOliqQ

Homes in an expensive real estate market are often Ground Zero for sibling squabbles over estate matters. Find out more.

M2 is a key indicator to see where the economy and inflation are heading. The direction it goes is where those 2 things ...
08/31/2026

M2 is a key indicator to see where the economy and inflation are heading. The direction it goes is where those 2 things are heading

New Federal Reserve Chairman Kevin Warsh loves to talk about the supply of money in the economy and its effects on inflation. He won't like what the fresh data on it has to say.

Several years ago a woman I know explained her NDE so graphically and clearly. When my dad was dying I say his eyes beco...
08/31/2026

Several years ago a woman I know explained her NDE so graphically and clearly. When my dad was dying I say his eyes become hugely wide open for about a short time. Was he seeing us from far off? Yet, here it seems 'science' tries to dismiss it because it contradicts their faith https://buff.ly/l5JR01j

More than 60 million Americans reported having a near-death experience. Researchers say evidence suggests consciousness continues for a time

Some points to consider if you feel you are not moving forward financially
08/31/2026

Some points to consider if you feel you are not moving forward financially

FP Answers: Paying down high-interest balances, building an emergency fund and automating contributions can help you get on track.

Great insight into the places in our life we avoid risk and what we are losing out on by doing so. The risk is simply th...
08/30/2026

Great insight into the places in our life we avoid risk and what we are losing out on by doing so. The risk is simply the discomfort we may feel.

Risk is loud, opportunity is quiet—which helps explain why people often fear loss more than they value upside.

Address

3211B/152nd Street, Suite 303
Surrey, BC
V3Z1H8

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+16045412690

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