Investment Tools

Financial Planning your way

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