INVEST

A FOCUSED AND DISTINCTIVE APPROACH TO INVESTMENT MANAGEMENT

T.E. Wealth has provided investment services to private clients, Indigenous communities, not-for-profit organizations, endowments and pension funds for more than two decades. We look after both private and institutional clients who require customized investment advice coupled with a focus on risk management.

Our disciplined investment process lets us identify objectives, structure customized investment strategies, engage carefully selected investment managers, measure results, and continually refine our approach. Our philosophy is based on three key principles:

1. Investment success requires the development of a customized Investment Policy Statement for each client.

2. Risk is reduced when multiple investment styles and managers are combined within a portfolio.

3. Capital markets aren’t always efficient. Using skilled money managers can add value over time.