Summary

T. E. Wealth

Founded in 1972

Description

Over 45 years of providing wealth strategies for individuals and companies. T.E. Wealth is a trademark and business name of CWB Wealth Management Ltd.

Strengths

  • T. E. Wealth has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since T. E. Wealth was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • N/A

Annual Revenue

T. E. Wealth's annual revenue

$24461000

Based on Kona Equity data

  • Revenue per employee

    $313603

  • Variance of revenue growth

    0.14

  • Annual revenue growth since founding

    $517680

  • Revenue growth rate from first known quarter to current

    52.3%

Employee Count

78 employees

  • Employee growth rate from first known quarter to current

    37.6%

Executives

Paul Gainor

Senior Vice President

p**@tewealth.com

Terry Willis

Senior Vice President

t**@tewealth.com

Julie Banh

Paraplanner

j**@tewealth.com

Connie Cooper

Vice President Executive Financial Counselling& Education Services

c**@tewealth.com

Gilles Vaillancourt

Vice President & Portfolio Manager

g**@tewealth.com

Kevin Klein

Vice President, Portfolio Manager

k**@tewealth.com

Daisy Xiao

Assistant Consultant

d**@tewealth.com

Julia Fremont

Senior Managing Director

j**@tewealth.com

Matthew Sears

Financial Consultant

m**@tewealth.com

Karen Hennessy

Vice President and Financial Planner

k**@tewealth.com

Steven Belchetz

Senior Vice President

s**@tewealth.com

Harjeet Sachar

Senior Vice President

h**@tewealth.com

Kenneth Stout

Vice President, Investment Counsellor, Calgary

k**@tewealth.com

Gerry Deboer

Controller

g**@tewealth.com

Vanessa Coutinho

Account Manager

v**@tewealth.com

Sensex King

Associate

s**@tewealth.com

Samuel Wilan

Vice President

s**@tewealth.com

Kain Big

Associate VP, Indigenous Services

k**@tewealth.com

John Gorgo

CEO

j**@tewealth.com

Valerie Pippy

Senior Vice President and Financial Consultant

v**@tewealth.com

Marie Machado

Vice President and Financial Consultant

m**@tewealth.com

Lucy Conte

Manager, Content

l**@tewealth.com

Michael Giacomodonato

Vice President and Financial Planner

m**@tewealth.com

Galina Markova

Paraplanner

g**@tewealth.com

Tamara Portz

Assistant Consultant

t**@tewealth.com

Shawn Morgan

Vice President, Calgary

s**@tewealth.com

Anthony Silvestrin

Senior VP, Investment Counsellor

a**@tewealth.com

Phone Wealth

Chief Executive Officer, Technical

p**@tewealth.com

Robert Bentley

Vice President

r**@tewealth.com

G Score - 7

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    1.78 M

Location

26 Wellington St East Ste 800 
Toronto, Ontario  M5E 1S2

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Key Information

  • SIC: 6211; 621
  • NAICS: 523910; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with T. E. Wealth.

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Frequently Asked Questions

Where is T. E. Wealth located?

T. E. Wealth's headquarters are located at 26 Wellington St East Ste 800  Toronto, Ontario  M5E 1S2.


What is T. E. Wealth's official website?

T. E. Wealth's official website is tewealth.com


What is T. E. Wealth's revenue?

T. E. Wealth's annual revenue is $24.5 M.


What is T. E. Wealth's SIC code?

T. E. Wealth's SIC: 6211; 621


What is T. E. Wealth's NAICS code?

T. E. Wealth's NAICS: 523910; 523.


How many employees does T. E. Wealth's have?

T. E. Wealth has 78 employees


What industry does T. E. Wealth belong to?

T. E. Wealth is in the industry of Financial services.

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