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Currently Accepting New Clients Across Canada. Contact Us Today!
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As a couple who understands your challenges, we offer fee-only financial planning and investment management to help you build wealth.
Tailored, Fee-Only Financial Planning to Build and Protect Your Wealth.
You’ve got big dreams, and we’re here to help make them happen. Let’s create a plan that grows your wealth and secures your family’s future.
Retirement is around the corner—let’s make sure you’re ready. We’ll help maximize your income and protect your wealth for the years ahead.
As a couple helping high-earning couples, we understand the unique challenges in building financial security together.
No commissions, no hidden agendas—just transparent, unbiased advice tailored to your goals.
We create practical steps you can take now, helping you grow and protect your wealth for the long term.
We’ve been in your shoes and know every financial journey is unique. We listen, understand, and guide you with care.
The Trucent Approach: How We Guide You
We start with a 30-minute conversation to understand your financial goals. In this call, we’ll explain our process, answer your questions, and set clear expectations to ensure a smooth journey ahead.
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Deep dive into your financial landscape.
We’ll gather detailed information about your income, expenses, assets, and liabilities, along with your values and financial priorities, to build a complete picture.
We'll present a customized financial plan tailored to your objectives. We’ll review recommendations in detail and make necessary adjustments. Together, we’ll create an implementation plan and set milestones for your financial journey ahead.
After your plan is in place, you can select an optional membership to ensure your strategy evolves with life’s changes. Our memberships offer varying levels of guidance, from annual check-ins to full-service support.
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Because you deserve independent, unbiased guidance.
We're excited to meet you.
Your Questions, Our Answers
A financial plan is a comprehensive strategy that outlines your financial goals and the steps you need to take to achieve them. It covers areas such as cashflow planning, credit planning, retirement planning, and more. Having a financial plan helps you stay on track to reach your goals and manage your money effectively.
Our financial advisors have extensive experience in financial planning, investment management, wealth advisory and hold prestigious certifications such as the Chartered Financial Analyst (CFA) designation. They undergo continuous training and stay up to date with the latest trends and best practices in the industry.
A fiduciary duty is a legal and ethical responsibility to act in the best interests of our clients. This means we put your interests above our own and provide you with honest, transparent, and unbiased advice. It ensures you receive the highest standard of care and trustworthiness in your financial planning.
It's a good practice to review your financial plan at least once a year or whenever you experience significant life changes such as marriage, a new job, the birth of a child, or buying a home. Regular reviews help you adjust your plan as needed and keep you aligned with your goals.
Protecting your privacy and personal information is a top priority for us. We use secure data storage and encryption methods to safeguard your data. We also have strict policies and protocols in place to ensure confidentiality and prevent unauthorized access.
Yes, we can guide you on maximizing your workplace benefits such as retirement plans, pension options and stock options. We help you make informed decisions to optimize your benefits and integrate them with your overall financial plan.
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