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

The New Economy. Some of it is thought, and much of it is about personality. Could AI replace these?
07/17/2026

The New Economy. Some of it is thought, and much of it is about personality. Could AI replace these?

See the 50 highest-paid creators of 2026, led by MrBeast, who earned $300 million as the creator economy surpassed $1 billion.

Keeping your money separate avoids the tough conversations and really knowing each other; working through things creates...
07/16/2026

Keeping your money separate avoids the tough conversations and really knowing each other; working through things creates strength. Allow the 1 who is better at dealing with money to do that for both of you. You, in turn, take a role you are better at

Building wealth as a couple takes more than smart investing. Here's why open communication about money is essential for long-term financial success.

INteresting when you look at this broadly. Then when you did done to see Switzerland and Germany are near the bottom on ...
07/16/2026

INteresting when you look at this broadly. Then when you did done to see Switzerland and Germany are near the bottom on home ownership

Explore homeownership rates around the world and see why former communist countries top the rankings while wealthy nations often lag.

If you are having trouble managing your cash flow (or are spending too much) try the Envelope System. It will solve it b...
07/16/2026

If you are having trouble managing your cash flow (or are spending too much) try the Envelope System. It will solve it because you can't run a deficit using it

Perhaps having some bills tucked away for emergencies, offbeat expenses and draconian budgeting isn’t a bad idea.

Find purpose in something outside your job before you retire and make the transition, slowly
07/16/2026

Find purpose in something outside your job before you retire and make the transition, slowly

For a long time, retirement was sold to us as a reward. You worked hard. You saved. You gave decades to your profession, your family, your responsibilities, your community. Then one day, you were supposed to step away from all of that and feel grateful for the freedom. No more early alarms. No more....

Absolutely.
07/15/2026

Absolutely.

New research says joy, not shame, is what makes better habits stick. Here's the 5-step method two UBC psychologists use to build them.

Sorry to say, my fellow Canadians, we have to do so much more to even come close to what the average American produces. ...
07/15/2026

Sorry to say, my fellow Canadians, we have to do so much more to even come close to what the average American produces. Just saying "elbows up" isn't good enough. To compete, we actually have to compete

Why Frank Holmes believes America remains the world's greatest engine for innovation, wealth creation and long-term investing despite today's challenges.

Do you think Canada is an attractive country for attracting wealth? It appears it doesn't even rank
07/15/2026

Do you think Canada is an attractive country for attracting wealth? It appears it doesn't even rank

From Singapore to Switzerland, discover the countries attracting global wealth and why smaller economies outperform larger rivals.

There is what an article says on this, and there is what a real-life example will produce. 1 thing I find is that inflat...
07/14/2026

There is what an article says on this, and there is what a real-life example will produce. 1 thing I find is that inflation adjustments are rarelly withdrawn making the 4% benchmark, low. An asset like a house can also allow upping the withdrawal rate

Despite persistent concerns about having enough saved for retirement, more than eight in 10 retirees said they were "doing okay" or "living comfortably" in 2024. Here's how you can start writing your own paychecks in retirement.

This kind of scenario isn't just a 1 off. We've seen it throughout history and for hundreds (thousands?) of cases. Inves...
07/14/2026

This kind of scenario isn't just a 1 off. We've seen it throughout history and for hundreds (thousands?) of cases. Investing and paying way too much, seeing the price fall and holding on because you don't want to lose money. Can it happen again? Of course, because it has happened before is a 4 letter word

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V3Z1H8

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