Financial Planning

Sound financial planning is about understanding your current financial situation, having a vision of where you want to be in the future, and creating a roadmap of success along the way. True North Equities gives you peace in the knowledge that you have a sound investment strategy that will develop your assets throughout the years ahead while also planning for a transfer of wealth to future generations.

The professionals at True North Equities take a full spectrum approach that deals with even the most complicated of situations. This tailored process builds a financial plan that is individual to our clients’ unique lives and will direct them as they reach certain milestones. We review our clients’ current situations, investment goals, risk tolerances and wealth transfer goals. We then create a plan that is tailored to each client’s specific investment needs. The plan includes a strategy for distribution of assets upon death while also minimising the future tax burden on loved ones. We have a network of trusted attorneys who can assist with wills, living wills and healthcare directives, as well as with the execution and administration of the estate.

Trust Services

True North Equities takes on the role of the investment advisor and partners with the corporate trustee to ensure that the beneficiary’s income needs are met.

True North Equities Investment Management Duties:

• Our focus is entirely on our area of strength – the investments in the trust.
• We act objectively and follow our disciplined approach to investing.
• We provide continuity throughout the term of the trust.
• We serve as the point of contact for trust administrators.
• Due to our extensive trust experience, we understand the fiduciary obligation to both income beneficiaries and remainders.

Corporate Trustee Duties

• Trust administration
• Tax filing
• Principal and income accounting
• Trust distribution