Fast, Easy Financial Planning for Self Directed Investors in Canada
Start your financial plan today from your mobile or desktop device. Answer a quick survey and get step by step guidance to complete a comprehensive financial plan, free of charge.
Your goals, your values, your unbiased financial plan— simply built around you.
Gain Financial Clarity and Peace of Mind
Life is busy and full of change, which can make planning your finances difficult. We’re here to help.
From answering your most pressing retirement questions to minimizing income taxes and investment fees, we’ll help you navigate your financial journey in simple, effective ways so you can confidently realize your most important goals.
Supercharge your Plan with our Wealth Building Blueprint
Be empowered by trusted education resources that cover each area of financial planning. We provide the most effective, ‘must know’ information in an understandable way.
- Accelerate your growth as an investor with the help of our comprehensive wealth building system.
- Discover effective, time tested wealth strategies like ‘The Smith Maneuver’, ‘RRSP meltdown’ and ‘retirement guard rails’.
- Become debt and mortgage free faster while building wealth and securing a comfortable retirement.
Ongoing Support from a (human) CFP
- Access an objective, unbiased Financial Advisor, without the investment and life insurance sales
- Get answers to your most pressing financial and retirement questions at every life stage
- Personalized discussions with a Certified Financial Planner (CFP) as your needs evolve
How it Works in 3 Steps
1. Sign up for the Altrua Wealth financial planning software.
2. Get instant access to the wealth building education content ‘Wealth Wins’.
3. Work with the videos and software to implement your plan with confidence. We’re here to help when you need us.
Just $9/mo after your 30 day trial. Cancel any time.
Empowering Canadians to Become Financially Independent
See how Altrua Wealth compares to top financial resources in Canada
(Scroll left on a smartphone)
| Personalized Advice | Educational Focus | Low Fee/Cost | Retirement & Tax Planning | Easy Access | Unbiased Advice | |
|---|---|---|---|---|---|---|
| Altrua Wealth | Yes | Yes | Yes | Yes | Yes | Yes |
| Bank Branch | Yes | No | No | No | No | No |
| Financial Advisor | Yes | Sometimes | No | Sometimes | No | No |
| Finfluencers | No | Sometimes | Yes | No | Yes | Sometimes |
| Online Trading | No | No | Yes | No | Yes | No |