INVESTMENT ADVISORY SERVICES
We recognize that it is often difficult to balance the needs of today with that of future generations. Since each community has differing needs, our investment advisory assistance begins with a full discussion of your unique circumstances and requirements. As the environment around us is constantly changing, we believe in a process that helps you manage change as change occurs. Because T.E. Wealth is not an investment manager, we remain completely independent and objective in our approach. T.E. Wealth brings an ongoing disciplined process that is designed to provide the most cost-effective investment solution based on the goals and objectives of the community.
Our process includes:
- Community Readiness
- Investment and financial education
- Governance support and training
- Communication strategies
- Creating the vision
- Analysis and planning, including spending requirements and setting goals and objectives
- Portfolio structure and design
- Investment manager search and selection
Ongoing performance measurement, reporting and interpretation
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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.
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Contact any one of our Aboriginal Services team members below:
Jack Jamieson
Vice President, Aboriginal Services
Call toll free 1-866-430-0537
jjamieson@teic.com
Blaine Knott
National Manager, Aboriginal Services
780-222-4273
bknott@tewealth.com
To learn more about T.E. Wealth’s Communication, Pension and Financial Education Programs, please contact:
Ismo Heikkila
National Director, Education and Corporate Services
416-640-8572
iheikkila@tewealth.com
02/05/2011 – 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 08/06/2010 – 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.