T.E. Financial Consultants Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1972
Founded
  • Employees
  • 8
Employees

T.E. Financial Consultants General Information

Description

T.E. Financial Consultants is a wealth management firm dedicated providing professional financial planning and investment management services to high-net-worth individuals, families and organizations across Canada. The firm offers services in areas of wills and estate/succession planning, retirement planning and decumulation, asset protection, insurance analysis, tax planning and preparation, philanthropy and financial education.

Contact Information

Year Founded
1972
Service Provider Type
LP Consultants
Primary Office
  • 26 Wellington Street East
  • Suite 800
  • Toronto, Ontario M5E 1S2
  • Canada
+1 (888) 000-0000
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T.E. Financial Consultants Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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T.E. Financial Consultants Team (10)

Name Title Deals Office Contact
Info
Mark Arthur President, Chief Executive Officer & Industrial Alliance Private Wealth Management 0 Toronto, Canada
James Andrews Chief Operating Officer 0 Toronto, Canada
Lieh Wang Chief Investment Officer Toronto, Canada
Steven Belchetz Senior Vice President Business Development and Client Relationships Toronto, Canada
Mary Marsillo Vice President & General Manager Montreal, Canada
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T.E. Financial Consultants Subsidiaries (1)

Company Name Industry Location Founded
0000000 & 000000 Accounting, Audit and Tax Services (B2B) Calgary, Canada 0000
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