T.E. Wealth Corporate Presentation
Transcript of T.E. Wealth Corporate Presentation
![Page 1: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/1.jpg)
![Page 2: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/2.jpg)
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
![Page 3: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/3.jpg)
WHAT T.E. WEALTH CAN DO
For you, as an individual
For your executives
and key employees
For your business
![Page 4: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/4.jpg)
WHAT T.E. WEALTH CAN DO
For you, as an individual
For your executives and key employees
For your business
• WealthManagement & Strategy
![Page 5: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/5.jpg)
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
![Page 6: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/6.jpg)
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
![Page 7: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/7.jpg)
FOUR BUSINESS UNITS
Wealth Management &
Strategy
Institutional Investment
Management
Financial Education &
Employer Services
Key Employee Financial
Management
![Page 8: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/8.jpg)
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
![Page 9: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/9.jpg)
FOUR BUSINESS UNITS
Wealth Management &
Strategy
Institutional Investment
Management
Financial Education &
Employer Services
Key Employee Financial
Management
![Page 10: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/10.jpg)
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
![Page 11: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/11.jpg)
FOUR BUSINESS UNITS
Wealth Management &
Strategy
Institutional Investment
Management
Financial Education &
Employer Services
Key Employee Financial
Management
![Page 12: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/12.jpg)
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
![Page 13: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/13.jpg)
FOUR BUSINESS UNITS
Wealth Management &
Strategy
Institutional Investment
Management
Financial Education &
Employer Services
Key Employee Financial
Management
![Page 14: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/14.jpg)
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
![Page 15: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/15.jpg)
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
![Page 16: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/16.jpg)
THE COMPANY WE KEEP
![Page 17: T.E. Wealth Corporate Presentation](https://reader036.fdocuments.net/reader036/viewer/2022062707/5585348fd8b42a30308b5159/html5/thumbnails/17.jpg)
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