Grow, with Altrua One

Financial Planning and Investing for Yourself, not by Yourself.

Canada’s financial services landscape is generally divided into two options: The first is to work directly with a financial advisor or planner. The other is the DIY route. Both paths have their benefits, and their drawbacks.

Altrua One combines the best of both:

A veteran CFP alongside a team of experienced financial coaches to help you get set up, stay on track, and answer your questions.

AND

One of Canada’s most comprehensive DIY financial education and empowerment resources to help you lower investment fees by over 90%, save the most on financial products, and make better decisions on your terms.

Better yet, the Altrua One membership is completely free – there is never a cost or obligation.

Sign up for your exclusive Altrua One membership today or learn about some of the many optional benefits available on our platform below.

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Comprehensive Financial Planning, facilitated by leading technology and a Certified Financial Planner.

Get comprehensive advice and personalized answers for retirement, education, mortgage/debt, estate and major financial goals.

Get a financial plan that balances today’s and tomorrow’s goals while protecting you from life’s inevitable ups and downs.

Advice is unbiased and in your best interest, with no commissioned investment or life insurance salesperson involved.

Investment Strategy and DIY Guidance, To Help Keep Costs Low And Returns Higher

  • We educate on diversified, historically validated, and extremely easy to maintain investment strategies that typically cost less than 0.25% in fees annually.

  • Learn exactly how to quickly implement and maintain your strategy in an easy to follow, step by step way.

  • We do not sell or formally advise on specific securities (ex. stocks, bonds, mutual funds), nor do we get paid for this. We show you what has worked statistically over the long term and in our personal experience.

*Illustration purposes only. Based on a hypothetical 6.5% annual return.

Fast, Effective Canadian Income Tax Preparation

  • Fast, convenient and free income tax filing with your membership.

  • Step-by-step interview style process to maximize your deductions and return.

  • Full support and questions answered from a dedicated tax specialist.

Monthly giveaways and rewards

  • You’re automatically entered to win one of 10+ monthly prizes.

  • Get paid for mortgage clients referred.

  • Surprise bonuses and giveaways on special occasions.

Access To Exclusive Course Material, Designed For Transformational Benefits

  • Your Best Financial Life at Each stage.

  • Financial Planning Masterclass.

  • Money mindset, crushing debt, and much more…

Access To The Powerful Altrua One Community

  • Weekly office hours, hosted by Brent Richardson, Altrua President and CFP, to answer any financial questions.
  • Monthly ‘State of the Market’ live webinar, and question taking period.
  • Community forums to gather collective financial advice and ideas, share money tips and hacks, investing in real estate, starting a business.

*Sharing your name/identity in the community is optional*

Frequently asked questions.

Frequently asked questions.

No. There is no cost to be a member now or ever. There is no freemium and premium membership. Just one free resource for Canadians to learn and Grow from.

Yes, if, for whatever reason, you no longer wish to be part of the Altrua One community, you may cancel at any time, and your information will be deleted.

Altrua Financial is on a mission to deliver the most effective and straight forward financial advice to as many Canadians as possible.

Altrua gets paid if you decide to work with us to Broker your mortgage at the best mortgage rates in Canada. If you seek insurance or other financial products, we may be compensated to refer you to certain vetted, best-in-class partners. Any referral is for your consideration only, is entirely optional. However, we have completed substantial research to ensure that all advice is the best available.

At no time will Altrua Financial ever request a cash investment, nor does Altrua Financial manage any mortgages or investments. We are a 100% education and advice-based firm.

Yes, your information is protected using Bank level encryption. We do not require detailed financial information for membership. Any information provided for Financial Planning or other purposes will never be sold or shared with other service providers/ entities without your written consent.