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

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.


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