who is t.e. wealth?
DESCRIPTION
T.E. Wealth's corporate presentation gives an overview of the company, our four business units, who are clients are and the local Calgary team.TRANSCRIPT
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DISCOVER THE T.E. WEALTH DIFFERENCE
• More than 35 years of providing independent advice • Without bias or links to product sales
• Trademarked the “FEE-ONLY” approach• National company with offices from coast to coast• Competitive and cost-effective fee structure
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WHAT T.E. WEALTH CAN DO
For you, as an individual
For your executives
and key employees
For your organization
• Wealth Management & Strategy
• Comprehensive Financial Planning
• Investment Counselling
• International Advisory Services
• Transition Services
• Financial Education & EmployerServices
• Pension Fund Management
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FOUR BUSINESS UNITS
Wealth Management
Strategy
Institutional Investment
Management
Financial Education &
Employer Services
Key Employee Financial
Management
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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
counselling• International Advisory Services • Services of a personal Financial Consultant and Investment
Counsellor
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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
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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
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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
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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
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THE CALGARY TEAM
Kim Evans, Regional Vice President & General Manager
Financial Education & Employer Services• Karen Hall, B.Sc., R.F.P., CFP – Vice President• Earl Kirchner, CFP – Senior Consultant• Roland Chiwetelu, B.Comm. – Consultant• Lyndsay Tran, BFS, CFP – Consultant
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THE CALGARY TEAM CONT’D.
Financial Planning• Gayle Harris, B.A., R.F.P., CFP, FMA – Senior Vice President• Shawn Morgan, B.Comm., CFP, TEP, CIM – Vice President• Tim Faunt, B.Sc., CFP – Senior Consultant• Judith Fulton, C.A., R.F.P., CFP, TEP – Senior Consultant• Paul Gainor, BFS, CFP, FMA CIM – Consultant• Nicholas Miazek, CFP – Consultant, Manager Financial Planning• Sarah Wilson, CGA, CFP – Consultant
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THE CALGARY TEAM CONT’D.
T.E. Investment Counsel• Claudio Gagliardi, B.Comm., CFP, CFA – Vice President
Investment Counsellor • Roger Lydiatt, B.Comm., CFP, CFA
Associate Investment Counsellor
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THE COMPANY WE KEEP
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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