At T.E. Wealth, we help individuals, families, businesses and employees reach their goals through a comprehensive wealth management process that includes customized investment solutions, asset protection, tax minimization, estate optimization, and financial education.
Our clients benefit from unbiased advice and personal attention. They work closely with a skilled Financial Consultant to develop a detailed financial plan, and can leverage a national network of top investment counsellors and financial specialists to help them successfully grow and preserve their assets throughout every stage of life.
Our culture of expertise, objectivity, and focus on our clients truly speaks for itself. In fact, nearly three-quarters of T.E. Wealth clients have recommended us to their colleagues, friends and family members.
Services for Individuals
- Financial and Investment Analysis
- Personalized Strategy
- Investment Policy Statement and Portfolio Selection
- Reporting and Support
Services for Employers
- Strengthen Corporate Governance
- Increase Financial Security
- Attract and Retain Employees
- Investment Advisory Services
- Financial Education Program