What Happens to RESP Funds if Your Child Doesn’t Go to College?
A Registered Education Savings Plan is a great way to make sure your children have the funds to pursue higher education...
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Blogs
Understanding Your True Risk Tolerance
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Finance Lessons for Your Teen
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so...
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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
On the cusp of 20 years in financial services, Gary is a graduate of the Insurance program at Mohawk College. Gary...
Partner, Certified Financial Planner
A Certified Financial Planner who grew up in the industry; Kieran recalls watching and learning from his father, Brad...
Partner, Financial Advisor
Following his graduation from McMaster University, Joseph began his career in Financial Services in 1999 with Freedom 55...
Partner, Certified Financial Planner
Nathaniel relishes in developing deep personal connections with his clients. As a Certified Financial Planner, he...
Executive Assistant
Michelle brings with her an expansive customer service background within the industry with over 20 years of experience....
Executive Assistant
After attending the administrative program at Western University, Susan has gone on to provide over 25 years of superior...
Executive Assistant
Although Nicole is new to the financial industry, she comes to Truvision with a BA in Psychology, well over 10 years of...
Executive Assistant
With a vibrant and friendly enthusiasm, Brianne brings extensive experience within the financial industry and customer...
We manage assets for individuals and families, providing investment management, and financial planning services.