Services | Aboriginal Investment & Trust Advisory

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

For more information about our Aboriginal Investment & Trust Advisory services, please contact:

Jack JamiesonJack Jamieson
Vice President, Aboriginal Services
416-640-8575 | 1 866-430-0537
jjamieson@teic.com

INDIVIDUALS

Financial Planning
Investment Management
Family Office Services

EMPLOYERS

Executive Financial Counsel (EFC)
Financial Education

ABORIGINAL

Investment Advisory Services