Celebrating National Indigenous Peoples Day

1. Researching the Indigenous history of where we live and work
2. Reading a book by an Indigenous author
3. Discussing the 10 Guiding Principles from the Truth and Reconciliation Commission Report with a friend or colleague
4. Listening to music by Indigenous musicians.

Our Team is Growing!

We would also like to introduce you to a few professionals who have recently joined our team:

Lisa Caswell, CFA, MBA: As Vice President of T.E. Wealth’s Indigenous Services practice, Lisa brings over 25 years of investment industry experience. Having worked as a portfolio manager and Director with a national investment firm, she brings a deep understanding of global economics and financial markets. She has been a regular presenter at various Indigenous conferences, including NATOA (National Aboriginal Trust Officers Association) and AFOA Canada.

Kain Big Canoe, CPA: Kain is a member of the Chippewas of Georgina Island First Nation and is a Chartered Professional Accountant (CPA) and former Consultant at Deloitte Canada. In addition to being a Senior Manager of our Indigenous Advisory practice, Kain has experience in conducting working sessions with Indigenous
communities to provide assistance in the design of economic development strategies.

David Pelletier, BEcon: David is a member of the Serpent River First Nation and serves as a Senior Analyst for our Indigenous Services practice. He brings with him degrees in Math and Economics as well as Civil Engineering. David is certified bilingual in English and French.

On behalf of T.E. Wealth’s Indigenous Services practice, we thank you for allowing us to join you on this important journey!