WEALTH MANAGEMENT & STRATEGY
At T.E. Wealth, we deliver total wealth management. As a client, you’ll have the full resources of a dedicated financial consultant, investment counsellor, and teams of specialists to oversee your entire financial life, empowering you to navigate challenges and seize opportunities.
The benefits of our total wealth management process include:
Financial and investment analysis
We’ll develop an in-depth profile of your financial situation, assessing every aspect of your finances, from investments and taxes to retirement and estate planning.
You’ll be presented with a total wealth management plan for every stage of life as you accumulate, enjoy and ultimately transfer your wealth to future generations.
Investment Policy Statement and portfolio selection
We’ll develop a personalized Investment Policy Statement that defines the specific objectives, strategies and parameters that will guide the growth of your investments.
Reporting and support
You’ll be well-informed on your progress through regular meetings and quarterly portfolio reports. You’ll also have the ongoing support and advice of your financial consultant to help you remain on track to your goals.