JOE TRUGLIA, CFP®, RWMTM Investment Representative, Quadrus Investment Services Ltd.
Joe holds a Certified Financial Planner (CFP®) designation, the industry gold standard in financial planning. As well, Joe holds a Real Wealth Manager (RWMTM) certification, designed to help clients co-ordinate the decision-making by all the stakeholders (clients and professionals) in accumulation, growth, preservation and tax efficient transition of family wealth, ultimately providing clients with financial peace of mind. Joe has been helping clients achieve their financial goals since 1997, and is also a member of Advocis and CIFPs.
“I strive to bring my clients and friends a relationship-driven, personal approach to financial planning and wealth management. To me this means looking beyond the numbers only, and helping you line up your financial goals with your life goals. I take great pride in the trust that my clients have placed in me since 1997, and enjoy seeing the many stages in life that we go through together.”
TRUESPECT Wealth Management understands that with today’s vast selection of financial products available to clients, trusted advice has never been more important. By taking clients through our financial planning process we are able to give them the “big-picture” view, and a valued perspective. Recommendations are customized to be true to our clients’ goals, with this “road-map” helping provide vision and clarity to achieving these goals and dreams.
TRUESPECT Wealth Management’s team includes solutions specialists from leading Canadian financial institutions in investments, insurance, tax and estate planning to provide clients with the “best-fit” strategies to help achieve their financial goals.
Together with Freedom 55 Financial™, the financial security planning division of The Canada Life Assurance Company, Joe Truglia and TRUESPECT Wealth Management Inc. participated in the numerous Ride for Diabetes Research events. Thanks to the donations of our many friends and clients and a matching corporate contribution made through The Key to Giving™, the national corporate citizenship program of Great-West Life, London Life and Canada Life, Joe and his team helped raise over $20,000 in support of the Juvenile Diabetes Research Foundation. For further in formation regarding Juvenile Diabetes go to www.jdrf.ca. Joe also coached his 2 children for over a decade, in both soccer and basketball.