We aspire to build trusting and loyal relationships with communities based on traditional values. Sound relationships with our internal and external partners, enables us to provide our clients with T.E.’s “Best Thinking”. We pride ourselves on evolving with changing markets, technology and client needs while maintaining our core values of integrity, objectivity and earned trust.
About T.E. Wealth Aboriginal Services Practice
As a leading financial services firm for over 40 years, we provide holistic, independent and unbiased wealth management services. Our multi-disciplinary service includes investment counseling, financial education, community communication and personal financial planning services. With an emphasis on the progressive development of our practice for Aboriginal clients, we have, and continue to build, enduring relationships that are built on excellence in client service.
Regional offices include Toronto, Vancouver, Calgary, and Montreal with satellite offices in Waterloo, Oakville, Quebec City, and St. John’s.
How Can We Help?
Our process begins with a full discussion of the benefits to your community of implementing a disciplined investment process. Our experience shows that clients are best served when they fully understand and commit to a disciplined approach that ensures you stay focused on your long-term goals.
Working together, we provide the following support:
We help you develop community priorities, communication strategies and financial education programs
Accountability and Transparency
We assist you in meeting your fiduciary responsibilities and in establishing clearly defined roles
Investment Analysis, Planning and Implementation
We work with you to develop and document your objectives through a customized investment policy
Portfolio Structure and Design
We apply risk management strategies in the design of cost-effective portfolio structures
Investment Manager Search and Selection
We assist you in identifying and securing the most appropriate investment managers to meet your requirements
Performance Measurement, Reporting and Interpretation
We provide independent and objective reporting to track performance against portfolio targets
Benefits of Working with T.E. Wealth
• Proven Trust Management Process
• Independence and Objectivity
• Dedicated Aboriginal Services Team
• Multi-Disciplinary Approach to Wealth Management
• All-Inclusive Fee Structure
• National Firm with 40 years of Excellence
Communication, Pension and Financial Education
Our communication and financial education support is an integral part of our advisory services and is designed to work either in tandem with the investment advisory assistance provided or as an independent service. Developing and maintaining a strong community vision and core values requires an effective communication strategy that involves and empowers the community membership. We employ a disciplined approach with the intent of creating long-term financial well-being for individual members and community. We focus on building knowledge, while taking into account the unique learning styles and cultural priorities of the community. For many years, T.E. Wealth has successfully delivered in-depth financial education through a comprehensive strategic financial education program. T.E. has taken this highly successful platform and adapted it in the delivery of pension and retirement programs. We use this same ongoing, multi-disciplinary approach to ensure proper governance and oversight at the pension committee level. This includes member communications, plan performance measurement and third party assurance that those responsible are meeting the provincial regulatory guidelines. Retirement planning workshops and one-on-one counselling for the pension membership forms an important part of T.E. Wealth’s support.
“Meeting our objectives meant having a process”
Rick Morano, Chief Investment Officer, Rama First Nation, Rama,Ontario
“Investment planning isn’t fun or easy…it’s just necessary”
Jim Prodger, Chief Investment Officer Millbrook First Nation, Truro, Nova Scotia
Contact any one of our Aboriginal Services team members below:
Investment Analyst, Aboriginal Services
Manager, Aboriginal Services, BC Region
Account Manager, Aboriginal Services
Call toll free 1-866-430-0537
To learn more about T.E. Wealth’s Communication, Pension and Financial Education Programs, please contact:
Helping Aboriginal Communities Manage Wealth
There’s new wealth being created within aboriginal communities across Canada thanks to specific claim settlements, resource sharing, and gaming revenues. And Jack Jamieson, vicepresident of aboriginal services at T. E. Wealth, saw this trend emerging 15 years ago, while leading the southwestern Ontario division of Ernst & Young’s investment advisory practice.
The Key Steps for Enacting Positive, Sustainable Change
Across the country, the receipt of settlement proceeds in aboriginal communities is bringing with it opportunities as well as challenges. As the T.E. Wealth Aboriginal Services team has discovered, effective stewardship of this newfound wealth requires much more than prudent investment management.
A New Era of Opportunity for Canada’s Aboriginal Communities The settlement of the more than 1,000 outstanding aboriginal land claims will collectively put billions of dollars in the hands of the affected Aboriginal communities. With this money comes a one-in-a-lifetime opportunity for the bands but only when it can be put to good use to further the development of the community and provide an economic base for generations to come.