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DISCOVER THE T.E. WEALTH DIFFERENCE
• More than 35 years of providing independent advice
• Trademarked the “FEE-ONLY” approach
• National company with offices from coast to coast
• Competitive and cost-effective fee structure
WHAT T.E. WEALTH CAN DO
For you, as an individual
For your executives
and key employees
For your business
WHAT T.E. WEALTH CAN DO
For you, as an individual
For your executives and key employees
For your business
• WealthManagement & Strategy
WHAT T.E. WEALTH CAN DO
For you, as an individual
For your executives
and key employees
For your business
• WealthManagement & Strategy
• Comprehensive Financial Planning
• Investment Counselling
• International Advisory Services
• Transition Services
WHAT T.E. WEALTH CAN DO
For you, as an individual
For your executives
and key employees
For your business
• Wealth Management & Strategy
• Comprehensive Financial Planning
• Investment Counselling
• International Advisory Services
• Transition Services
• Financial Education & EmployerServices
• Pension Fund Management
FOUR BUSINESS UNITS
Wealth Management &
Strategy
Institutional Investment
Management
Financial Education &
Employer Services
Key Employee Financial
Management
KEY EMPLOYEE FINANCIAL MANAGEMENT
Designed for key employees of major corporations, small-to-medium-sized enterprises, professional firms and associations
• Comprehensive Financial Planning
• Investment Counselling
• Transition Services for retirement, outplacement and survivor support
• International Advisory Services
• Services of a personal Financial Consultant and Investment Counsellor
FOUR BUSINESS UNITS
Wealth Management &
Strategy
Institutional Investment
Management
Financial Education &
Employer Services
Key Employee Financial
Management
FINANCIAL EDUCATION & EMPLOYER SERVICES
Designed for employee groups and association members
• Development of a strategic plan for financial education
• Proactively addresses pension governance requirements
• Focus is on financial education and personal responsibility
• Program delivery tailored to local needs
• Workshops and seminars
• One-on-one financial planning
• Online education through T.E. Learn
• Ongoing reporting and assessment
FOUR BUSINESS UNITS
Wealth Management &
Strategy
Institutional Investment
Management
Financial Education &
Employer Services
Key Employee Financial
Management
INSTITUTIONAL INVESTMENT MANAGEMENT
Pension fund management for clients, which include corporations and aboriginal communities
• Customized asset mix and investment policy
• Tailored to your organization’s goals and objectives
• Selection criteria focused on performance, process and people
• Consolidated quarterly reporting
FOUR BUSINESS UNITS
Wealth Management &
Strategy
Institutional Investment
Management
Financial Education &
Employer Services
Key Employee Financial
Management
WEALTH MANAGEMENT & STRATEGY
Fully integrated wealth management for high net worth individuals and their families
• Complete financial and investment analysis
• Personalized wealth management plan
• Investment policy statement and portfolio selection
• Ongoing management and reporting
• Services of your personal Financial Consultant and Investment Counsellor
ACCESS TO EXPERT RESOURCES
Financial Consultants – 100% CFPs• Average client satisfaction rating – 6.3 out of 7*
Investment Counsellors – 100% CFAs• Average client satisfaction rating – 6.2 out of 7*
Average tenure – 12+ years with T.E. Wealth
*Source: 2006 T.E. Wealth Client Survey
THE COMPANY WE KEEP
SIX REASONS TO CHOOSE T.E. WEALTH
1. Extensive experience
2. Customized solutions
3. Outstanding service
4. National reach
5. Expert resources
6. FEE-ONLY™ approach