Patrick Smith's Contact Details

Patrick Smith's Company Details

Truesdale Financial Group

Calgary, Alberta, Canada • 5 Employees
Financial Services

Our Firm: Truesdale Financial Group is an independent wealth management firm with over 20 years of developing comprehensive strategies for our clients. Employing our proprietary wealth management process, we build customized plans designed to meet each client's unique objectives, ensuring integration of investment, tax, estate, risk, and retirement issues.As a values-driven enterprise, we believe the following principles are critical to wealth management excellence: • Ethics – we adhere to strict ethical guidelines and standards of professional conduct consistent with the Chartered Financial Analyst Institute, Canadian Institute of Chartered Accountants, and the Financial Planning Standards Council.• Holistic perspective – we believe comprehensive wealth management strategies constitute a fundamental part of financial well-being.• Professional credentials – we ensure our team members have the highest levels of professional accreditation and pursue continuing education to successfully navigate the sophisticated field of wealth management. • Personalized service – we build a deep understanding of each client to deliver customized wealth management strategies resulting in partnerships built upon dedication and trust. • Transparency – we are committed to being transparent by providing full disclosure of our professional fees and all compensation. • Professional partnerships – we build strategic alliances with a diverse group of professionals who share our core corporate values, and we leverage these relationships to add value for our clients.