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


For Businesses

  • Protecting Your Business
  • Protecting Your Employees
  • Solutions Banking


For Individuals

  • Investment Products
  • Insurance Products


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, 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....

We manage assets for individuals and families, providing investment management, and financial planning services.


Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.