Retirement Planning Optimized®
At Altrua Wealth we do more than just plan for your retirement – we help you structure your finances for enhanced growth and risk management.
We offer flexible fee-for-service options for Canadians seeking objective financial guidance, empowerment and results – not product sales.
Our Services
Retirement Planning
We focus on comprehensive, holistic financial planning, optimizing cash flow and investment allocation, reducing income taxes, achieving mortgage freedom sooner with lower interest costs. When your finances work together, rowing in the same direction – new possibilities and opportunities emerge. Retirement sooner. Sending kids to school. Achieving true freedom. Many of our clients realize planning benefits of $200,000 or higher.
Smith Maneuver
With deep knowledge and advanced certification with the Smith Maneuver and Cash Damming strategies, we work with Canadians looking to convert their taxable mortgage interest into tax deductible interest. Simultaneously pay off your mortgage faster, and invest for your future – you dont need to sacrifice one for the other. We offer cost-effective, step-by-step guidance for implementation and long-term management. Click below for more.
Full Service Wealth
Our full-service wealth management solution is designed for Canadians who prefer a ‘hands off’ approach and consistent, long-term plan management. We focus on downside risk, protecting your long-term goals from short-term market fluctuations. We partner with leading Canadian investment firms, accountants and lawyers for your peace of mind. We offer our highest level of service at a lower total cost than an average big bank mutual fund.
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