T.E. Financial Consultants Ltd. has signed an exclusive agreement to offer financial planning and wealth management services to all members of the legal profession in Canada through CBA Financial Services Corp. (CBAF).
“We are delighted to have been selected to provide these services and we look forward to working with members of the legal profession, their families and employees across Canada,” said T.E. Financial Consultants founder and chairman Timothy Egan, in a release.
“Our fee-only objectivity puts us in a unique position to address the financial planning needs of the legal profession as expressed in the surveys,” he added.
T.E. Financial Consultants Ltd. is a member of the Jovian Capital Group of Cos. CBAF was formed through the combined efforts of the Canadian Bar Association and the Canadian Bar Insurance Association.
CBAF provides members of the legal profession, their spouses and law firm staff access to cost- effective, superior financial and investment services and is a not-for-profit corporation, controlled and directed by lawyers.