While life is uncertain, your family’s financial future shouldn’t be. T.E. Wealth can help you determine how your finances can best fulfill your goals now, and in the future. Our specialized financial experts will oversee and manage your financial affairs, with a view towards building a legacy through preservation and growth of assets, for generations to come.
Our services include:
Investment Management & Consolidated Reporting
- Global Investment Strategy
- Asset Manager Selection and Oversight
- Investment Policy Focused on Asset Protection and Growth
- Performance Management & Benchmark Reporting
- Consolidated Reporting
- Research & Analysis
Intergenerational Counsel
- Financial Advice & Education for the Younger Generation
- Inheritance Planning
Advanced Financial & Tax Planning
- Tax Planning & Preparation
- Estate Settlement Services
- Charitable Gifting & Philanthropy
- Risk Management & Insurance Review
- Stock Option Exercise Program
- Retirement Planning
- Sale of Business
Lifestyle Support
- Personal Concierge
- Medical Concierge
- Health & Elder Care Counsel
- Bill Payment & Banking
- Coordination of Professional Service Providers
For more information about our Family Office services, please contact:
Samuel Chinniah
Senior Vice President, Family Office Services
416-640-8590 | toll-free 1-888-505-8608
[email protected]