At T.E. Wealth, we deliver total wealth management. As a client, you’ll have the full resources of a dedicated financial consultant, investment counsellor, and teams of specialists to oversee your entire financial life, empowering you to navigate challenges and seize opportunities.
T.E. Wealth specializes in clients who have accumulated significant wealth, providing comprehensive financial planning through regular meetings and quarterly portfolio reviews. Our customized strategies plan for all of life’s milestones and evolve with you as you continue to grow your legacy.
We advise on:
For more information about our Financial Planning services, please contact:
Mary Marsillo
Head, Financial Planning & Tax Solutions
416-640-8569 | toll-free 1-888-505-8608
[email protected]
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
Intergenerational Counsel
Advanced Financial & Tax Planning
Lifestyle Support
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]
