Who is T.E. Wealth?

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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.

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Who is T.E. Wealth?

  1. 2. DISCOVER THE T.E. WEALTH DIFFERENCE <ul><li>More than 35 years of providing independent advice </li></ul><ul><ul><li>Without bias or links to product sales </li></ul></ul><ul><li>Trademarked the “FEE-ONLY” approach </li></ul><ul><li>National company with offices from coast to coast </li></ul><ul><li>Competitive and cost-effective fee structure </li></ul>
  2. 3. WHAT T.E. WEALTH CAN DO <ul><li>Financial Education & Employer Services </li></ul><ul><li>Pension Fund Management </li></ul><ul><li>Comprehensive Financial Planning </li></ul><ul><li>Investment Counselling </li></ul><ul><li>International Advisory Services </li></ul><ul><li>Transition Services </li></ul><ul><li>Wealth Management & Strategy </li></ul>For your organization For your executives and key employees For you, as an individual
  3. 4. FOUR BUSINESS UNITS Wealth Management Strategy Institutional Investment Management Financial Education & Employer Services Key Employee Financial Management
  4. 5. KEY EMPLOYEE FINANCIAL MANAGEMENT <ul><li>Designed for key employees of major corporations, small-to-medium-sized enterprises, professional firms and associations </li></ul><ul><ul><li>Comprehensive Financial Planning </li></ul></ul><ul><ul><li>Investment Counselling </li></ul></ul><ul><ul><li>Transition Services for retirement, outplacement and survivor counselling </li></ul></ul><ul><ul><li>International Advisory Services </li></ul></ul><ul><ul><li>Services of a personal Financial Consultant and Investment Counsellor </li></ul></ul>
  5. 6. FINANCIAL EDUCATION & EMPLOYER SERVICES <ul><li>Designed for employee groups and association members </li></ul><ul><ul><li>Development of a strategic plan for financial education </li></ul></ul><ul><ul><li>Proactively addresses pension governance requirements </li></ul></ul><ul><ul><li>Focus is on financial education and personal responsibility </li></ul></ul><ul><ul><li>Program delivery tailored to local needs </li></ul></ul><ul><ul><ul><li>Workshops and seminars </li></ul></ul></ul><ul><ul><ul><li>One-on-one financial planning </li></ul></ul></ul><ul><ul><ul><li>Online education through T.E. Learn </li></ul></ul></ul><ul><ul><li>Ongoing reporting and assessment </li></ul></ul>
  6. 7. INSTITUTIONAL INVESTMENT MANAGEMENT <ul><li>Pension fund management for clients, which include corporations and aboriginal communities </li></ul><ul><ul><li>Customized asset mix and investment policy </li></ul></ul><ul><ul><li>Tailored to your organization’s goals and objectives </li></ul></ul><ul><ul><li>Selection criteria focused on performance, process and people </li></ul></ul><ul><ul><li>Consolidated quarterly reporting </li></ul></ul>
  7. 8. WEALTH MANAGEMENT & STRATEGY <ul><li>Fully integrated wealth management for high net worth individuals and their families </li></ul><ul><ul><li>Complete financial and investment analysis </li></ul></ul><ul><ul><li>Personalized wealth management plan </li></ul></ul><ul><ul><li>Investment policy statement and portfolio selection </li></ul></ul><ul><ul><li>Ongoing management and reporting </li></ul></ul><ul><ul><li>Services of your personal Financial Consultant and Investment Counsellor </li></ul></ul>
  8. 9. ACCESS TO EXPERT RESOURCES <ul><li>Financial Consultants – 100% CFPs </li></ul><ul><ul><li>Average client satisfaction rating – 6.3 out of 7* </li></ul></ul><ul><li>Investment Counsellors – 100% CFAs </li></ul><ul><ul><li>Average client satisfaction rating – 6.2 out of 7* </li></ul></ul><ul><li>Average tenure – 12+ years with T.E. Wealth </li></ul><ul><ul><li>*Source: 2006 T.E. Wealth Client Survey </li></ul></ul>
  9. 10. THE CALGARY TEAM <ul><li>Kim Evans, Regional Vice President & General Manager </li></ul><ul><li>Financial Education & Employer Services </li></ul><ul><ul><li>Karen Hall, B.Sc., R.F.P., CFP – Vice President </li></ul></ul><ul><ul><li>Earl Kirchner, CFP – Senior Consultant </li></ul></ul><ul><ul><li>Roland Chiwetelu, B.Comm. – Consultant </li></ul></ul><ul><ul><li>Lyndsay Tran, BFS, CFP – Consultant </li></ul></ul>
  10. 11. THE CALGARY TEAM CONT’D. <ul><li>Financial Planning </li></ul><ul><ul><li>Gayle Harris, B.A., R.F.P., CFP, FMA – Senior Vice President </li></ul></ul><ul><ul><li>Shawn Morgan, B.Comm., CFP, TEP, CIM – Vice President </li></ul></ul><ul><ul><li>Tim Faunt, B.Sc., CFP – Senior Consultant </li></ul></ul><ul><ul><li>Judith Fulton, C.A., R.F.P., CFP, TEP – Senior Consultant </li></ul></ul><ul><ul><li>Paul Gainor, BFS, CFP, FMA CIM – Consultant </li></ul></ul><ul><ul><li>Nicholas Miazek, CFP – Consultant, Manager Financial Planning </li></ul></ul><ul><ul><li>Sarah Wilson, CGA, CFP – Consultant </li></ul></ul>
  11. 12. THE CALGARY TEAM CONT’D. <ul><li>T.E. Investment Counsel </li></ul><ul><ul><li>Claudio Gagliardi, B.Comm., CFP, CFA – Vice President </li></ul></ul><ul><ul><li> Investment Counsellor </li></ul></ul><ul><ul><li>Roger Lydiatt, B.Comm., CFP, CFA </li></ul></ul><ul><ul><li> Associate Investment Counsellor </li></ul></ul>
  12. 13. THE COMPANY WE KEEP
  13. 14. SIX REASONS TO CHOOSE T.E. WEALTH <ul><li>Extensive experience </li></ul><ul><li>Customized solutions </li></ul><ul><li>Outstanding service </li></ul><ul><li>National reach </li></ul><ul><li>Expert resources </li></ul><ul><li>FEE-ONLY™ approach </li></ul>

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