T.E. Wealth
- Company typePrivate
- Founded1972
- HeadquartersToronto, Canada
- Headcount101–250
- GTM typeB2C
- OfferingServices
T.E. Wealth firmographics
Firmographics- Name
- T.E. Wealth
- Website
- https://tewealth.com
- Company type
- Private
- Founded year
- 1972
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
T.E. Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
Keywords
Where T.E. Wealth is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Markets served
T.E. Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Distribution channels1 record
T.E. Wealth product offering
Product offeringCore offering
T.E. Wealth delivers professional financial planning and investment management services to individual investors, offering a total wealth solution through diversified managed mutual funds (CWB Onyx fund platform) covering Canadian, North American, and Global equity markets as well as multi-asset solution portfolios spanning conservative, balanced, growth, and income risk profiles. The firm is dedicated to long-term wealth accumulation, retirement planning, income generation, and capital preservation for its wealth clients.
Differentiator
Problem solved
Functional benefit
Products and services
- CWB Onyx Canadian Equity Fund Managed mutual fund providing exposure to the Canadian equity market, distributed to wealth clients of T.E. Wealth through the National Bank wealth portal.
- CWB Onyx North American Equity Fund Managed mutual fund providing diversified exposure to Canadian and U.S. equity markets, distributed to T.E. Wealth clients.
- CWB Onyx Global Equity Fund Managed mutual fund providing exposure to global equity markets, distributed to T.E. Wealth clients.
- CWB Onyx Diversified Income Fund Managed mutual fund focused on income generation through a diversified portfolio, distributed to T.E. Wealth clients.
- CWB Onyx Conservative Solution Risk-profiled multi-asset solution portfolio designed for conservative investors, distributed to T.E. Wealth clients.
- CWB Onyx Balanced Solution Risk-profiled multi-asset solution portfolio designed for balanced-risk investors, distributed to T.E. Wealth clients.
- CWB Onyx Growth Solution Risk-profiled multi-asset solution portfolio designed for growth-oriented investors, distributed to T.E. Wealth clients.
- Professional Financial Planning Services Financial planning advisory services for individual investors covering long-term wealth accumulation, retirement planning, income generation, and capital preservation.
Companies that use T.E. Wealth
Customer profileSegments1 record
Ideal customer profiles1 record
T.E. Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
T.E. Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Canadian Western Bank (CWB)coreCWB provides the Onyx fund platform with various equity and solution-based funds. National Bank hosts and distributes these fund documents through its wealth management portal, making CWB's investment products available to National Bank's wealth clients.
Recent moves3 records
T.E. Wealth competitors and assessment
Company assessmentDirect peers
- Fidelity Canada: Operates a Canadian-domiciled open-end mutual fund family distributed through advisor and institutional channels, with multi-asset Solutions and single-region equity funds closely paralleling the Onyx lineup.
- Dynamic Funds (1832 Asset Management): Scotiabank-affiliated Canadian mutual fund manager offering multi-asset and equity funds distributed through Scotia and third-party advisors — analogous bank-anchored retail wealth product platform.
- Mackenzie Investments: Canadian retail and advisor-channel mutual fund manager (part of IGM Financial). Directly comparable as a multi-fund, multi-risk-profile wealth platform distributed through Canadian advisors and bank channels.
- CI Global Asset Management: Major Canadian mutual fund and ETF manager with retail and advisor-distributed product suites spanning Canadian, North American, and global equity and balanced mandates — the same product architecture as CWB Onyx.
- iA Wealth Management (iA Financial Group): Canadian wealth and fund manager with diversified mutual fund and segregated fund suites distributed through dealer/advisor networks — comparable multi-fund Solutions/Equity product architecture.
Broad incumbents
- BMO Asset Management: Bank-affiliated asset manager offering retail mutual fund and ETF product suites distributed through BMO's wealth channels — same bank-anchored distribution model as T.E. Wealth's National Bank partnership.
- Sun Life Global Investments: Wealth subsidiary of Sun Life distributing multi-fund, multi-risk-profile mutual fund products through advisor channels in Canada — same product structure and channel dependency as T.E. Wealth.
- Manulife Wealth / Manulife Investment Management: Canadian-anchored wealth and asset manager offering multi-asset mutual fund suites distributed through Manulife advisors and third-party channels.
- TD Asset Management: Bank-affiliated wealth and fund platform distributing multi-asset and equity mutual funds through TD's retail wealth network — comparable bank-channel distribution and product breadth.
- RBC Wealth Management / RBC Global Asset Management: Largest Canadian bank-affiliated wealth platform, distributing proprietary mutual fund and managed-product solutions through RBC advisors — directly analogous distribution and product model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
T.E. Wealth social profiles
Digital presenceT.E. Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
T.E. Wealth leadership team
Management profileNumber of profiles
Profiles1 record
T.E. Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
T.E. Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about T.E. Wealth
What does T.E. Wealth do?
T.E. Wealth delivers professional financial planning and investment management services to individual investors, offering a total wealth solution through diversified managed mutual funds (CWB Onyx fund platform) covering Canadian, North American, and Global equity markets as well as multi-asset solution portfolios spanning conservative, balanced, growth, and income risk profiles. The firm is dedicated to long-term wealth accumulation, retirement planning, income generation, and capital preservation for its wealth clients.
When was T.E. Wealth founded?
T.E. Wealth was founded in 1972. It employs 101 to 250 people.
Where is T.E. Wealth based?
T.E. Wealth is headquartered in Toronto, Canada, in the North America region.
Who are T.E. Wealth's main competitors?
Direct peers on record are Fidelity Canada, Dynamic Funds (1832 Asset Management), Mackenzie Investments, CI Global Asset Management and iA Wealth Management (iA Financial Group). Broad incumbents are BMO Asset Management, Sun Life Global Investments, Manulife Wealth / Manulife Investment Management, TD Asset Management and RBC Wealth Management / RBC Global Asset Management.
Does T.E. Wealth have an API?
No public API is recorded for T.E. Wealth.
What industry is T.E. Wealth in?
T.E. Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms. Its NAICS code is 523940 and its SIC code is 6282.