Unbiased and Objective Advice
We don’t sell investment or life insurance products, charge a % of assets to manage investments, or get paid referral fees from those that do. Instead we charge a flat fee for sound financial guidance.
Since we’re compensated the same flat amount no matter what financial decisions you make, this reduces conflicts of interest, promotes your best interest, and opens the door to new opportunities.
Lower Fees (often 50% to 90% lower!)
Banks and traditional advisors can charge high fees that quietly eat away at your returns. With our advice-only approach, you keep more of what you earn. That’s money staying in your pocket, compounding toward your goals, instead of theirs.
Advice that’s Personalized, Transparent and Understandable
Your financial plan should make sense — and work for your life. We explain every step in plain language, with no hidden costs and no jargon.
We’ll help simplify your financial world, answering your most pressing investment and retirement questions, so you can remove the financial burden – and focus on what matters most.
You’ll be confident with unbiased advice that’s tailored to you, fully transparent, and easy to act on.
Our Services, Your Solution
We don’t believe in a ‘one size fits all’ approach, and offer two comprehensive solutions to serve you best.
Altrua Wealth Online Platform
- Access easy to use but comprehensive financial planning software
- Complete wealth building and financial planning course
- CFP managed community forum to discuss and answer top financial questions
- Regular office hours with a CFP for direct Planner access
- Market Correction Protection: Advice and support to hold the course during inevitable market swings
Wealth Wins is a must have for DIY investors looking for powerful tools, leading strategies and advanced support. Or for those currently with a Bank or traditional advisor who want to learn more and level up their finance game.
Cost: FREE for 30 days then $9/ per month thereafter. No annual obligation. Cancel any time.
Full Service Advice Only Planning Consultation
Short on time? Looking to simplify? Let us handle the legwork for you.
We aim to be the lowest cost, highest value Advice Only Financial Planning service in Canada. We include everything in the online platform PLUS:
- One on one, personalized consultation with an experienced Certified Financial Planner (CFP)
- Review of your current investments and financial picture to determine opportunities and optimize outcomes
- Implementation assistance to help ensure your success
- Unlimited calls and email support while we implement your plan
Our advice-only planning consultation is perfect for those looking to establish a wealth accumulation or retirement plan with one-on-one assistance and guidance from an expert.
Working together, we come to understand your situation well. We discuss your most pressing questions and ensure you’re positioned optimally for your best result, taking the financial burden off your shoulders.
Cost: $650 for a comprehensive advice only financial plan based on your identified goals. This takes place through a pre question session and a collaborative 1.5 hour Zoom meeting, recorded so you can review later. We remain in direct contact for up to a year as you implement your plan. One year of Altrua Wealth platform access is included with the plan.