Indigenous ‧ Services

Investment and Trust Advisory Services

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

How T.E. Wealth helps Indigenous communities across Canada

T.E. Wealth Indigenous Investment and Trust Advisory Services

Indigenous communities: Investing for an equitable future

Our Indigenous Services Experts

For more information about our Indigenous Investment & Trust Advisory Services, please contact:

Jack Jamieson
Vice President, Indigenous Services
416-640-8575 | 1-866-430-0537
[email protected]

Commitment to Community

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:

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