Aboriginal Services

Trust and Investment Advisory Services

At T.E. Investment Counsel, we view our role quite simply: to utilize our expertise, experience, technology and infrastructure to assist clients in making educated and well-informed decisions, surrounding all facets of the Trust and investment management process. We work with community trustees and leadership to provide the necessary advice, methodology and support in an unbiased and objective manner, with the ultimate objective of implementing efficient and cost-effective solutions.

Our support includes:

  • Setting a vision and establishing community priorities
  • Managing community change through effective communication and financial education, including specific member consultation and engagement
  • Investment and trust education, including governance training
  • Getting the team together, which includes search and selection support services to assist in the identification of the most appropriate firms for the team (e.g. Legal, Corporate/Administrative Trustees, Investment Management)
  • Development of the Statement of Investment Policies and Guidelines
  • Assistance in the design of a cost-effective portfolio structure
  • Investment manager search and selection
  • Performance monitoring, measurement and interpretation

T.E. Wealth supports Canada’s Indigenous communities through Live Different Youth Empowerment tour

In November 2016, Manitoba Keewatinowi Okimakanak (MKO) joined with non-profit organization Live Different to bring the Youth Empowerment Ice Road Tour to 13 remote communities across Manitoba. The tour offered inspiration and support to northern indigenous youth, by providing opportunities and access to indigenous role models.

T.E. Wealth was proud to be a part of this initiative through a donation of $10,000, which was delivered by Victor Pelletier, Sr. Manager, Investment Services for T.E. Wealth’s Aboriginal Services team, to Ryan Wood, Director of Canadian Programs and Kerry Brandt, Chairman, Board of Directors in support of the Youth Empowerment Tour.

We look forward to ongoing relationships with Aboriginal and Indigenous communities in Canada, as well as the Live Different organization.

Learn more about the Ice Road Tour here:

http://www.cbc.ca/beta/news/canada/manitoba/live-different-mko-youth-empowerment-tour-1.3862284

Commitment to Community

T.E. Wealth is committed to helping Canadian Aboriginal organizations make a difference. We do this throughout the year by donating time, expertise and financial support to the following non-profit groups:

Indspire

“Helping build brighter futures through the T.E. Wealth Futures Award. Learn more.”