ABOUT US

WHO WE ARE

T.E. Wealth offers a total wealth solution and is dedicated to providing professional financial planning and investment management services to high-net-worth individuals, families and organizations across Canada.

T.E. Wealth serves its clients through separate but affiliated legal entities. General wealth management services are provided by T.E. Financial Consultants Ltd., and investment management services and advice are provided by T.E. Investment Counsel, a member of iA Investment Counsel Inc.

WHAT WE DO

For over 40 years, we have offered unbiased financial advice and education through our partner companies, T.E. Financial Consultants Ltd. and T.E. Investment Counsel.

Drawing from a wide pool of experts, we provide an unsurpassed level of attention, professionalism and custom-tailored financial guidance.

Our services include:

  • Wills and Estate/Succession Planning
  • Retirement Planning and Decumulation
  • Asset Protection
  • Insurance Analysis
  • Tax planning and Preparation
  • Philanthropy
  • Financial Education

Each of T.E. Wealth and T.E. Investment Counsel is a business name and trademark of iA Investment Counsel Inc. T.E. Wealth is also a business name and trademark of T.E. Financial Consultants Ltd.

THE T.E. DIFFERENCE

Objective, unbiased advice. Always, and in all ways.

OUR APPROACH

Successful wealth management with a 360° view.

OUR EXPERTS

A diverse national network of financial experts.