T.E. Wealth – Successful Wealth Strategies since 1972

T.E. WEALTH
Partner with the right name
ACCELERATE
Build your wealth with 360° thinking
GENERATE
Gain financial clarity with unbiased, expert advice
ILLUMINATE
Empower your employees
COULD YOU BENEFIT FROM A FINANCIAL MAPPING SESSION?
Click HERE to book your complimentary session now!
You first. Fee only financial advice since 1972.

For over 40 years, T.E. Wealth has provided
objective financial advice and education

INDIVIDUALS

Financial Planning

Holistic wealth management strategies for high-net-worth individuals and families. Learn more

Investment Management

Customized investment management solutions for private and institutional investors. Learn more

Family Office Services

Specialized financial experts to oversee and manage your family’s financial affairs and legacy. Learn more

EMPLOYERS

Corporate Governance

Proactive risk management solutions. Learn more

Executive Financial Counsel

Proactive risk management solutions for firms. Learn more

Financial Education

Financial literacy and Pensions & Benefits education programs for employees. Learn more

ABORIGINAL

Investment & Trust Advisory Services

Comprehensive investment and trust management services. Learn more

COULD YOU BENEFIT FROM A FINANCIAL MAPPING SESSION?

Book a complimentary financial mapping session with one of our financial experts.

AS THOUGHT LEADERS IN OUR INDUSTRY AND COMMUNITIES, WE OFFER HELPFUL INSIGHT INTO MARKETS AND CURRENT EVENTS

WHAT’S NEW

Events, charity, announcements & current events

T.E. Wealth Speaker Series

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June 21, 2017

T.E. Wealth supports Live Different and MKO with indigenous Youth Empowerment Tour

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December 16, 2016

Financial advice for business owners

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October 26, 2016

Margaret Trudeau

An evening with Margaret Trudeau

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June 9, 2016

PRESS/MEDIA

Press releases & media links

Retirees should be happy not to qualify for GIS

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August 25, 2017

Balancing financial pressures of young family, couple look to plan for the future

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August 21, 2017

How to host a destination wedding on a budget

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July 19, 2017

iA Financial Group donates $25,000 to the Canadian Red Cross to help victims of the forest fires in British Columbia

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July 13, 2017

EXPERTISE

Blog, financial commentary & Strategies

Things to consider when buying a U.S. property

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September 5, 2017

Renting versus buying in today’s real estate market – Which is better?

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September 5, 2017

Real estate or stocks: Which is right for you?

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September 5, 2017

Is There An Opportunity in Preferred Shares?

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September 5, 2017

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