Well-managed companies tend to outperform their competitors. That’s why we employ a top-to-bottom approach that addresses the business, the senior executives and the company employees – all in alignment with corporate strategy.
Managing fiduciary responsibility goes beyond simply taking proactive measures to ensure your firm is on side with its governance. It’s about making sure that your executives are too. Providing senior management with expert financial guidance allows them to focus on the task at hand, while increasing appreciation for the value of their benefits.
Our financial concierge services include a customized selection of:
For more information about our Executive Financial Counsel services, please contact:
James Andrews
Executive Vice President, Client Experience & Business Development
416-864-2604 | toll-free 1-888-505-8608
jandrews@leonfrazer.com
Managing investment options, personal debt, and employer pension and retirement plans can be challenging for many employees. The responsibility to educate employees on topics that impact their financial security may, in fact, fall within your firm’s governance requirements. Employees inadequately equipped to manage their employee benefits can become a legal hazard.
Implementing a financial literacy program is a simple way to help your employees improve their lives, while minimizing your corporate risk. T.E. Wealth brings a proactive approach to corporate governance obligations by supporting your internal programs and safeguarding your company, board members and management teams.
Our seasoned consultants first work to understand your business and culture, and then develop a financial education program to set you apart.
Using digital tools, seminars and webinars and one-on-one financial coaching, we cover:
For more information about our Financial Education & Employer services, please contact:
Darin Yuzyk
Vice President, Financial Education & Employer Services
403-538-3814 | toll-free 1-888-505-8608
dyuzyk@tewealth.com
