via Advantage | Jan/Feb/Mar 2015
President and CIO Steven Belchetz is linking T.E. Wealth’s clients with the best managers while also offering solutions to marginalized communities.
An executive position at a company often comes with a huge salary bump, and with the extra money comes extra headaches, including new considerations in the areas of retirement planning, estate planning, and tax planning and preparation. T.E. Wealth is here to help, though.
Founded in 1972 as a financial consultancy, the organization now has $3.5 billion in assets under management and is considered “Canada’s best-kept secret,” according to president and chief investment officer Steven Belchetz. The firm wants to shed its remaining anonymity, though, by connecting its clients with more top managers and continuing to branch out in its key areas: executive financial counsel (EFC), private-client services, Aboriginal services, and financial-education and employer services (FEES).