T.E. Wealth Indigenous 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. 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
As one of Canada’s Leading Indigenous Investment and Trust Advisory Firms, we bring a completely independent and objective approach to wealth management backed by over 45 Years of Excellence with offices in Vancouver, Calgary, Toronto and Montreal.
For more information about our Indigenous Investment & Trust Advisory services, please contact: