Welcome to
TRUWEALTH MANAGEMENT
It is never too late or too early to start financial planning. Everyone is unique with unique situations, and amazing dreams-that is where we come in. Our financial plans are created based on your goals, so it is personalized just for you! And if you change your mind, we change the plan.
We help you to Dream, Plan and Achieve!
Our TRUApproach is focused on exceeding your expectations. While the Financial Planning Industry recommends client review meetings once every 12 months, we actually meet with our clients once every 6 months. This proactive financial planning system adds an additional layer to deliver more consistent results.
Our WHY
To empower individuals to build wealth and inspire confidence by creating a financial plan that will TRUly help clients reach their monetary goals resulting in knowledge, a sense of control, and subsequent peace of mind.
HOW We Work With You
We help individuals create a personally crafted financial plan through proactive education and intentional planning that will achieve their long-term monetary goals by offering the highest quality of advice in a relaxed environment.
The TRUAPPROACH and PROCESS
We know the financial industry can be intimidating, as you try to keep-up with confusing jargon, and constantly shifting investments based on market fluctuations while trying to manage your career, and the daily operations of your household. It is no wonder most Canadians never fully take advantage of a well-constructed wealth-building plan. Traditional Financial Advisors relied upon providing complicated strategies, and foreign terminology to demonstrate their value, and justify their high advisory-fees. While major financial institutions created a more “laissez-faire” attitude once they acquired your assets. Both treating clients like numbers, and not actual people.
It’s your money and you need to know where it goes!
MEET TRUDY
Trudy’s transparent perspective, personable and comfortable approach provides her clients with a relaxed and simple environment to inspire financial confidence as they achieve their mid and long-term financial goals.
You will most likely find Trudy and her clients, sitting around a dining room table, or on a deck at their cottage as they discuss portfolio adjustments to minimize tax liabilities or congratulating her clients on booking one of their bucket list vacations.
Trudy understands that TRUWealth is not only about a number, or value of an account, it’s about family, about sharing your life with loved ones and experiencing a TRUbalance in life as you DREAM PLAN and ACHIEVE!
Interested in scheduling an honest and non-judgmental introductory call with Trudy?
CLIENTS WE LOVE TO SEE SUCCEED
We tailor our financial advice based around your financial wealth so you get it exactly how you want it. We consider all aspects of your plan and take great care analyzing suitable investment portfolios, utilizing secure, innovative tools and calculators and delivering them to you in a simple and efficient experience.
Families & Individuals
We work with you to create a personalized financial plan that address your current circumstances from savings for a house, children’s education while keeping in mind retirement.
Women
We specialize in empowering women throughout ever-evolving times from fast-paced careers to care for their family or aging parents, to becoming single by a marriage dissolution or outliving their spouse/partner
Retirees
We consider everything from pensions, Government benefits to pension-splitting, reducing income tax liabilities, plus estate & legacy planning, so that you can maximize your money and achieve your financial goals.
Sudden Wealth/New Beginnings
We will create a strategic plan to maximize any lump sum monetary funds you received by choosing the most suitable investment accounts and tax-preferred manner in line with your financial goals.
Intergenerational Wealth Transfer
We plan the best way to establish a Trust, share your wealth through a charitable giving program, transfer your investment property to your loved ones so you can build a lasting legacy.
Our Financial Planning Services
Trudy and her Team believe that a TRUly well-constructed wealth plan means considering all investment strategies to provide the most suitable and diverse recommendations for you. Drawing on experience and expertise, together we review various portfolio options that are the right fit for you and your goals.
Our offerings include:
- Equities
- Fixed Income
- Annuities
- Mutual Funds
- Exchange-traded funds
- Sustainable investments
- Managed portfolios
What we plan for you
Wealth & Investment Management ~ Tax-planning ~ Wealth Transfer ~ Strategic Charitable Giving ~ Risk Management ~ Insurance & Annuities ~ Retirement Income Planning ~ CPP and OAS Optimization ~ Estate & Legacy Planning ~ Tax Planning & Distribution Strategies ~ Healthcare Planning/Long-Term Care Costs