Services | Aboriginal

T.E. Wealth’s dedicated Aboriginal Services practice provides comprehensive investment and trust management services to assist in the planning and implementation of customized wealth management strategies.

Our multi-disciplinary approach includes investment advisory support, communication and financial education services with an emphasis on establishing a long-term relationship with each of our clients.

We work with community trustees and leadership to provide the necessary advice, methodology and support in an unbiased and objective manner, with the ultimate goal of developing the most efficient and cost effective solution for both today and the future. Our support includes:

  • Community Readiness
    • Setting a vision and establishing community priorities
    • Managing community change through communication and member consultation
    • Guidance in the development of the Trust structure
  • Development of the Statement of Investment Policies and Guidelines
  • Assistance in the Design of the most Cost Effective Portfolio Structure
  • Investment Manager Search and Selection
  • Investment Performance Monitoring, Measurement and Interpretation

About Our Aboriginal Services Practice:

  • One of Canada’s Leading Aboriginal Advisory Firms
  • Proven Trust Management Process
  • Independence and Objectivity
  • Multi-Disciplinary Approach to Wealth Management
  • All-Inclusive, All-Encompassing Fee Structure
  • National Firm with over 40 Years of Excellence

T.E. Wealth went well beyond the investment process by helping us assess and address our community readiness

Sharon Stevenson, TrusteePeguis First Nation TLE Trust, Manitoba

Investment planning isn’t fun or easy…it’s just necessary

Jim Prodger, Chief Investment OfficerMillbrook First Nation, Truro, Nova Scotia

Meeting our objectives meant having a process

Rick Morano, Chief Investment OfficerRama First Nation, Rama, Ontario


Financial Planning
Investment Management
Family Office Services


Executive Financial Counsel (EFC)
Financial Education


Investment Advisory Services