Our Team

Trudy and her Team

Trudy Raymond is the owner and Senior Financial Advisor at TRUWealth Management & Estate Planning Group Inc. Being in the Financial Services Industry for almost a decade, she currently holds her Mutual Funds, and Life and Accident & Sickness Licenses for Ontario. Running a compliant financial planning practice remains at the forefront, as she continues to maintain good standings with the Ontario Securities Commission, Canadian Investment Regulatory Organization (CIRO), and the Financial Services Regulatory Authority (FSRA).

Trudy and her Team are passionate about guiding families and individuals in the Durham and surrounding regions, who are looking to retire the way they want, before 65 using a non-judgmental, honest and comfortable approach to wealth building. Focusing to gain more security and control in their financial direction, TRUWealth Management uses a transparent and trustworthy approach as they achieve their goals adapting to their changing needs and objectives.

Noticing the extensive knowledge gap, lack of preparedness and improper estate planning for families experiencing a loss, and wanting to ensure their loved ones are not burdened during an emotionally charged time of grief, Trudy decided her practice should also have a strong focus on providing a pro-active Estate Planning approach. She accomplishes this through proper education and professional guidance using suitable strategies ideal for them and their situation.

Her clients trust her to be their Financial Power Team hub. She strongly believes that her network of professionals like Corporate, Family, Wills/Estate planning lawyers, and Accountants is imperative to creating the ultimate customized financial plan for her clients.

Attending University of Toronto to Teach and Learn French as a Second Language, she is a true linguist at heart. Fluent in French and Spanish, and can speak some Italian too. Her favourite quote is “knowledge is power” and believes that lifelong learning is crucial to serving clients in this dynamic financial environment.

Trudy lives in Oshawa, Ontario with her husband, and is a fur-mom to her 95lb dog, King, and cat, Bing. When she is not spending time with her family, practicing yoga, or cooking, you can most likely find her near water, soaking up the sun and culture from the Caribbean islands.