T.E. Wealth Indigenous Services provides comprehensive investment and trust advisory services to assist in the planning and implementation of customized wealth management strategies for Indigenous communities across Canada.
We work with Community Trustees and leadership to help build strategies that assist in meeting the needs of today, without compromising the needs of future generations. We provide professional services and support with an all-inclusive fee structure to develop the most cost-effective wealth solutions, which benefit Indigenous communities today and tomorrow.
Our approach features Indigenous professionals who provide advisory, insight, support, and communications, with an emphasis on establishing a long-term relationship with each of our clients. Our proven trust management services include:
- Assist in establishing community priorities
- Creating a prosperous vision for the future
- Managing community change through member consultation
- Financial wellness sessions
- Guidance in the development of the Trust structure
- Developing the Statement of Investment Policies and Guidelines
- Designing the most cost-effective portfolio structure
- Independent investment manager search & selection process
- Investment performance monitoring, measurement, and interpretation
Success Stories
“T.E. Wealth went well beyond the investment process by helping us assess and address our community readiness.”
Sharon Stevenson, Trust Manager
Peguis First Nation Surrender Trust
“Meeting our objectives meant having a process.”
Rick Morano, Chief Financial Officer
Chippewas of Rama First Nation, Rama, Ontario
“Investment planning isn’t fun or easy... it’s just necessary.”
Chief Robert Gloade
Millbrook First Nation, Truro, Nova Scotia
Our Team
Jack Jamieson, B.COMM., PFP
Vice President, Indigenous Services, Toronto
Danielle Harris, MA
Senior Advisor, Indigenous Services
David Pelletier
Senior Analyst, Indigenous Services
Kain Big Canoe, CPA
AVP, Indigenous Services
Vanessa Mahan
Administrative Assistant, Indigenous Services
For more information about our Indigenous Investment & Trust Advisory Services, connect with:
Jack Jamieson
Vice President, Indigenous Services
Phone: (416) 640-8575
Toll-free: 1 (866) 430-0537
Email: [email protected]
Our Insights
The role of inclusivity in recovery
Indigenous communities: Investing for an equitable future
Little is known about the multi-generational losses Indigenous communities have faced, the prevention of wealth creation that resulted, and how government settlements are an attempt at reconciliation. In this episode, our Indigenous Services team discusses the background of these settlements, and the complexity of managing the money to rebuild today and set up future generations.
Committed to Indigenous Communities
We are proudly committed to helping Indigenous organizations make a difference through education and economic development. We do this by donating our time, expertise, resources, and financial support to a number of non-profit groups from coast to coast.
