Hello, I’m Dwain and I started Truity Financial because there was a hole in the financial planning industry. I see the need for clients to use holistic planning as opposed to just being sold something and not sure why. Prior to working as a financial advisor, I worked at a chartered accounting firm in Winnipeg. This provided valuable experience to transition into financial planning.
I have a Bachelor of Commerce (Hons) Degree from the University of Manitoba and a member of FP Canada.
My goal is to help my clients make the best-informed decisions about their finances in a complex tax world. This could be something as basic as saving for retirement or could include a succession plan with an estate freeze to crystallize gains in a corporation. Trust and integrity are the cornerstones of Truity Financial. Clients are the number one priority. Educating and helping my clients to achieve their future goals is what drives me.
A few of my personal passions are playing and watching both golf and hockey. I have been married for 24 years with two children and a dog. We enjoy travelling and getting away during the winter as well.