Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

T.E. Financial Consultants

T.E. Financial Consultants
LP CONSULTANT SERVICE
1972 FOUNDED
8 EMPLOYEES
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.

Year Founded
1972
Service Provider Type
LP Consultants
Primary Office
  • 26 Wellington Saint East
  • Suite 800
  • Toronto, Ontario M5E 1S2
  • Canada

+1 (416) 000-0000
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore T.E. Financial Consultants’s full profile, request a free trial.

T.E. Financial Consultants Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is reserved for PitchBook Platform users. To explore T.E. Financial Consultants‘s full profile, request access.

Request full access to PitchBook

T.E. Financial Consultants Subsidiaries (1)

Company Name Industry Location Founded
0000000 & 000000 Accounting, Audit and Tax Services (B2B) Calgary, Canada 0000
To view this company’s complete subsidiary history, request access »

T.E. Financial Consultants Team (8)

Name Title Deals Office Contact
Info
Mark Arthur Chief Executive Officer & Board Member 0 Toronto, Canada
Steven Belchetz President & Chief Investment Officer Toronto, Canada
Mary Marsillo Vice President & General Manager Montreal, Canada
Jason Kinnear Manager, Family Office Services Toronto, Canada
Samuel Chinniah Senior Vice President, Family Office Services Toronto, Canada
You’re viewing 5 of 8 team members. Get the full list »

T.E. Financial Consultants Board Members (1)

Name Representing Role Since Contact
Info
Mark Arthur T.E. Financial Consultants Chief Executive Officer & Board Member 000 0000