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For more than 45 years, T.E. Wealth has provided individuals, families, employers and employee groups with financial counsel and education. With offices across Canada, T.E. Wealth is committed to providing a client-centric approach to wealth management through a comprehensive process that includes financial planning, customized investment solutions, asset protection, tax minimization, estate optimization, executive financial counsel and financial education.

Website http://www.tewealth.com
Revenue $22.7 million
Employees 35 (20 on RocketReach)
Founded 1972
Address 26 Wellington Street E., Suite 800, Toronto, Ontario M5E 1S2, CA
Phone +1 317-272-3600
Technologies
Industry Financial Services, Finance, Fee-Only, Financial Planning, Financial Exchanges, Executive Financial Planning, Lending and Investments, Comprehensive Wealth Management, Investment Management, Portfolio Management, Objective, Financial Education for Corporations, Financial Planners, Retirement Planners, Tax Planners, Estate Planners
Web Rank 3 Million
Keywords Wealth Management, Financial Planning, Portfolio Management, Wealth Building, Investment Advice, Financial Counsel, Asset Management, Retirement Planning, Financial Education, Investment Strategies, Retirement Solutions, Financial Consulting, Estate Planning, Long-Term Investing, Financial Security, Tax Planning, Risk Management, Family Office Services, Insurance Services, Employee Benefits
Competitors Fidelity Investments, Scotiabank, RBC Wealth Management, BMO, CIBC, Desjardins, TD, CI Assante Wealth Management, Mackenzie Investments, CI Financial +44 more (view full list)

T.E. Wealth Questions

The T.E. Wealth annual revenue was $22.7 million in 2026.

Terry Willis is the Vice President of T.E. Wealth.

20 people are employed at T.E. Wealth.

T.E. Wealth is based in Toronto, Ontario.

Top T.E. Wealth Employees

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