About T.E. Wealth
T.E. Wealth is a Financial Services company based in Toronto (Canada) founded in 1972, and was acquired by Canadian Western Bank in March 2020. Financial planning, education, and investment management services are provided. T.E. Wealth has completed 1 acquisition, including Doherty & Bryant. Its focus areas include Services for Investment Industry, Asset Management and Diversified. Its competitors include Sun Life Financial, Royal Bank of Canada and CI Financial.
Company details
T.E. Wealth was established in 1972 in Toronto, Canada, within the financial services sector. Operations focus on delivering financial planning, educational resources, and investment management to clients. Services are tailored for individual and institutional needs, with a base in Toronto supporting regional activities. The company maintains an online presence through tewealth.com for client engagement and information dissemination.
- Headquarters Toronto, Canada
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website tewealth.com
- Social LinkedIn X Facebook
- Acquired by Canadian Western Bank (Mar 2020)
- Investors
- Investments & Acquisitions
- Acquired byCanadian Western Bank
(Mar 2020)
Investors in T.E. Wealth
T.E. Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CW Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial bank | 1988 | cwbank.com | Abbotsford, Canada |
Investor details for T.E. Wealth
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Investments & Acquisitions by T.E. Wealth
T.E. Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Doherty & Bryant.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial advisory services are provided by Doherty & Bryant. | dohertybryant.com | Calgary, Canada | 2009 | Mar 2016 | •••• |
Complete acquisition details for T.E. Wealth
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Timeline of T.E. Wealth
3 dated milestones of T.E. Wealth across 48 years, from founding to its latest funding, stage changes and deals.
- Founded T.E. Wealth is founded.
- Acquisition Acquires Doherty & Bryant.
- Exit Acquired by Canadian Western Bank.
Competitors of T.E. Wealth
T.E. Wealth has 3 listed competitors in our database. They include Sun Life Financial, Royal Bank of Canada and CI Financial.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| sunlife.com | 1865 | Toronto, Canada | 32,002 | Insurance and asset management services are offered to diverse clients. | ||
| rbc.com | 1864 | Toronto, Canada | 500 | Comprehensive banking and financial services are provided globally. | ||
| cifinancial.com | 1965 | Toronto, Canada | 335 | Wealth management and asset management advisory services are provided. |
Detailed competitors of T.E. Wealth
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Web traffic of T.E. Wealth
Websites that share an audience with T.E. Wealth (tewealth.com).
Websites whose visitors overlap most with T.E. Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
finiki.org | finiki.org | 100% | #2,189,764 | – | |
internationalwealthmanagement.net | internationalwealthmanagement.net | 90% | – | ||
dripprimer.ca | dripprimer.ca | 89% | #6,628,449 | – | |
wealthcycles.com | wealthcycles.com | 88% | – | ||
truepointinc.com | truepointinc.com | 55% | – |
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Related news about T.E. Wealth
Complete news archive for T.E. Wealth
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Frequently Asked Questions about T.E. Wealth
T.E. Wealth was founded in 1972.
T.E. Wealth is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
T.E. Wealth was established in 1972 in Toronto, Canada, within the financial services sector. Operations focus on delivering financial planning, educational resources, and investment management to clients. Services are tailored for individual and institutional needs, with a base in Toronto supporting regional activities. The company maintains an online presence through tewealth.com for client engagement and information dissemination.
T.E. Wealth's top competitors include Royal Bank of Canada, Sun Life Financial and CI Financial.
T.E. Wealth has made 1 acquisition, including Doherty & Bryant.
T.E. Wealth has 1 investor. Key investors include CW Bank.
Yes. T.E. Wealth was acquired by Canadian Western Bank in March 2020.