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.

OUR PROMISE

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.

OUR PARTNERS

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.