T.E. Wealth’s dedicated Indigenous Services practice provides comprehensive investment and trust management services to assist in the planning and implementation of customized wealth management strategies.
Our multi-disciplinary approach includes investment advisory support, communication and financial education services, with an emphasis on establishing a long-term relationship with each of our clients.
We work with Community Trustees and leadership to provide the necessary advice, methodology and support, with the ultimate goal of developing the most efficient and cost effective solution for both today and the future.
About our Practice:
- One of Canada’s Leading Indigenous Advisory Firms
- National Firm with over 45 Years of Excellence
- Proven Trust Management Process
- Independence and Objectivity
- Multi-Disciplined Approach to Wealth Management
- All-Inclusive Fee Structure
Our support includes:
• Community Readiness
- Setting a vision and establishing community priorities
- Managing community change through communication and member consultation
- Guidance in the development of the Trust structure
• Development of the Statement of Investment Policies and Guidelines
• Assistance in the design of the most cost effective portfolio structure
• Investment manager search and selection
• Investment performance monitoring, measurement and interpretation