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. Our support includes:
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
One of Canada’s Leading Aboriginal Advisory Firms
Proven Trust Management Process
Independence and Objectivity
Multi-Disciplinary Approach to Wealth Management
All-Inclusive, All-Encompassing Fee Structure
National Firm with over 45 Years of Excellence
For more information about our Indigenous Investment & Trust services, please contact:
Vice President, Indigenous Services
416-640-8575 | 1-866-430-0537 firstname.lastname@example.org
How T.E. Wealth helps Aboriginal communities across Canada
T.E. Wealth supports Canada’s Indigenous communities through Live Different Youth Empowerment tour
In November 2016, Manitoba Keewatinowi Okimakanak (MKO) joined with non-profit organization Live Different to bring the Youth Empowerment Ice Road Tour to 13 remote communities across Manitoba. The tour offered inspiration and support to northern indigenous youth, by providing opportunities and access to indigenous role models.
T.E. Wealth was proud to be a part of this initiative through a donation of $10,000, which was delivered by Victor Pelletier, Sr. Manager, Investment Services for T.E. Wealth’s Indigenous Services team, to Ryan Wood, Director of Canadian Programs and Kerry Brandt, Chairman, Board of Directors in support of the Youth Empowerment Tour.
We look forward to ongoing relationships with Indigenous and Indigenous communities in Canada, as well as the Live Different organization.
T.E. Wealth is committed to helping Canadian Indigenous organizations make a difference. We do this throughout the year by donating time, expertise and financial support to the following non-profit groups:
“Helping build brighter futures through the T.E. Wealth Futures Award. Learn more.”