Founded in 1972, T.E. Wealth established itself as a leading provider of integrated wealth management services in Canada. The firm focused on delivering personalized financial planning, investment management, and estate planning for affluent individuals, families, business owners, and executives. In 2020, the private client and financial planning divisions of T.E. Wealth were acquired by Canadian Western Bank (CWB) and are now fully integrated into its CWB Wealth subsidiary, continuing their mission to provide expert, objective financial counsel.

Founded in

Canada