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01. About Us
Truvision Financial is a privately owned, comprehensive advisory firm based in Stoney Creek, ON. Our qualified advisory team has over 160 years of combined financial planning experience. Truvision Financial uses its expertise to assist clients with Wealth Mitigation, Risk Management, Estate Planning and Business Succession.
02. Our Philosophy
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making your vision a reality.
03. Our Process
We are focused on helping you achieve freedom and choice at all stages of life. To do this, we employ Truvision’s goals based process specific to our clients needs.
Products & Services
Team
President, Certified Financial Planner
As a Certified Financial Planner with over 21 years of experience, Steve is the consummate professional and has led our...
Partner, Financial Advisor
Lino brings over 25 years of experience in the financial field – he is also one of the original partners of Truvision. A...
Partner, Financial Advisor
Keith became a financial advisor in January 2003 and spent 10 years in management, training and coaching advisors, in...
Partner, Financial Advisor
For close to 20 years, Mark has been a dominant force in the financial services industry while providing creative,...
Partner, Certified Financial Planner
Kim is a Certified Financial Planner with over 23 years of experience and prides herself on providing an above average...
Partner, Financial advisor
A graduate of McMaster University with a Bachelor of Commerce degree, Tally is a huge asset to the Truvision team with...
Partner, Financial Advisor
After a successful career in various management positions in the Food Industry, Brad commenced his career in financial...
Partner, Financial Advisor
On the cusp of 20 years in financial services, Gary is a graduate of the Insurance program at Mohawk College. Gary...
Partner, Financial Advisor
No stranger to finance; Kieran recalls watching and learning from his father, Brad, work in the industry for as long as...
Executive Assistant
A graduate of History and Classics from McMaster University, Callie surprisingly found her niche working with in...
Executive Assistant
Megan’s enthusiasm and positive attitude are a great asset to Truvision’s team. A graduate of Recreation & Leisure and...
Executive Assistant
Cristina has a vast experience within the event planning world and as a client manager; she has become an intricate part...
Executive Assistant
Michelle brings with her an expansive customer service background within the industry with over 20 years of experience....