As a Certified Financial Planner with over 21 years of experience, Steve is the consummate professional and has led our growing team in our boutique office since 2008, as President. Steve takes great pride in serving his clients as they achieve their goals for retirement by utilizing customized financial plans for individual and/or business needs. Steve enjoys spending his spare time with his family at the cottage, boating, sitting on the dock and the occasional round of golf.
Lino brings over 25 years of experience in the financial field – he is also one of the original partners of Truvision. A fiscal navigator and a business graduate, Lino effectively assists individual and business clients in managing their tax, investment, estate and insurance needs. His priority is ensuring his clients are on the right paths to success and financial stability. In his spare time, Lino enjoys traveling with his wife and experiencing different cultures and dining experiences.
Keith became a financial advisor in January 2003 and spent 10 years in management, training and coaching advisors, in addition to working with clients. In January 2016, Keith rejoined the field and partnered with Truvision Financial to better serve the long term financial needs and strategies of clients. Keith takes pride working with young professionals, athletes and growing families to help them achieve their financial goals. Keith holds his Certified Health Specialist (CHS) designation and is working toward his Certified Financial Planner (CFP) designation. In his spare time, Keith enjoys traveling with his family.
For close to 20 years, Mark has been a dominant force in the financial services industry while providing creative, knowledgeable and effective solutions. Arriving at Truvision from Canada Life and Great West Life, Mark focuses on client relations; guiding his clients in reaching their financial goals as well as providing plan member education – as he is also our in-house Group Benefits and Group Retirement Services specialist. In his down time, Mark is a keen player of both golf and guitar, while enjoying the company of his family and friends.
Kim is a Certified Financial Planner with over 23 years of experience and prides herself on providing an above average level of service and commitment to her clients. She is highly invested in continued learning to ensure her clients receive the most up to date knowledge and finance advice. In her spare time, Kim enjoys traveling, a round of golf, and the company of her family and friends.
A graduate of McMaster University with a Bachelor of Commerce degree, Tally is a huge asset to the Truvision team with his wealth of knowledge – and quick wit - and has provided personalized financial solutions to families since 1997. A fierce family man, Tally is also dedicated to his local community where he’s coached youth sports for well over 20 years.
After a successful career in various management positions in the Food Industry, Brad commenced his career in financial services over 15 years ago. Using his expertise of financial planning while employing the latest tools available, Brad enjoys assisting in clients plan for their futures, including retirement and estate planning. In his downtime, you can find Brad hanging out with his grandkids, gardening, or traveling historical destinations with his wife.
On the cusp of 20 years in financial services, Gary is a graduate of the Insurance program at Mohawk College. Gary services clients in Northwestern Ontario, and Manitoba. Gary’s passion is helping families plan for their future and protect their finances. You could find Gary on the lake with his wife and young children, or coaching at the local rink in his spare time.
No stranger to finance; Kieran recalls watching and learning from his father, Brad, work in the industry for as long as he can remember. His interest in finding ways to make his savings grow has developed into career – upon completion of his graduation from Trent University from Business Administration (with a minor in Economics), Kieran joined the Truvision team and never looked back. Kieran enjoys the relationships he establishes with clients over building efficient, financial plans. Out of the office, you may find Kieran either playing or refereeing hockey, traveling, or studying for the Certified Financial Planner designation (a goal in which he aims to complete by 2020).
A graduate of History and Classics from McMaster University, Callie surprisingly found her niche working with in financial industry. Fully licensed, she provides support to Steve Scott, and his client base. Her favourite part of her Executive Assistant role are the relationships she’s established with clients over the years. On her evenings and weekends, Callie is either at home, watching the History channel with her husband, or trying the newest restaurant or café in Hamilton.
Megan’s enthusiasm and positive attitude are a great asset to Truvision’s team. A graduate of Recreation & Leisure and Fitness & Health, Megan provides superior service and care to Truvison’s clients. Megan especially enjoys that in her role she’s constantly moving and learning in a fast-paced environment. Megan is currently studying to become mutual fund licensed; and spends her free time enjoying her 2 young daughters, dog Daz and husband (her high school sweetheart).
Cristina has a vast experience within the event planning world and as a client manager; she has become an intricate part of the Truvision team for over 6 years, following a sabbatical where she was blessed with raising her 3 amazing children. When not at work, you can find Cristina in the stands at a local hockey arena cheering on her kids. She loves going for walks and reading, but her true passion is spending time at the lake entertaining friends at her family cottage.
Michelle brings with her an expansive customer service background within the industry with over 20 years of experience. A local graduate from Mohawk College, Michelle has continued her education through the industries Life Office Management Association (LOMA) and is currently studying to become mutual fund licensed. When she isn’t cheering on her 2 active boys in their endeavor’s, Michelle enjoys camping with the family. Her smiling face is also the first one to greet you upon visiting our office.