Fiducia Financial Solutions Inc.
Job title: Anticipating your financial needs to empower generations of wealth and financial freedom, CFDS, CFP®, H.B.Sc., MBA
Languages spoken: English
Area(s) served: Saskatchewan, Manitoba, British Columbia and Ontario
Trustworthy advice you can count on
Achieve financial success – whatever that means to you.
We specialize in working with families and business owners on corporate asset protection, asset access at retirement, and asset transfer strategies to minimize taxation. Your plan should be as unique as your legacy. We work exclusively with your needs and interests at the forefront, tailoring advice for your financial goals.
At Fiducia Financial we believe that true financial guidance goes beyond numbers and spreadsheets. We understand that every individual and family has a unique set of circumstances, and that's why we take a comprehensive approach to financial planning. Unlike other advisors, we go the extra mile by considering a wide range of inputs that impact your financial decisions.
Our comprehensive understanding of your unique circumstances empowers us to suggest personalized solutions that align with your risk tolerance, time horizon, and overall financial objectives. By combining this personalized approach with our deep expertise in the financial industry, we can guide you towards investment opportunities that have the potential to generate meaningful returns while mitigating risks.
What Clients love about Fiducia Financial
"When I initially met Angela, it was to discuss insurance, not my investments. Angela was kind and very informative and encouraged me to look at my financial plan holistically. She created a safe space for me to review and understand my financial position. After working with Angela, I feel like I have better awareness and control over my financial future. I have a plan that I understand and is attainable, and most importantly, I am still enjoying life today with a generous budget that allows me to spend money on the things that I value. Angela is truly invested in her clients' financial success and supports them in every way possible. I would absolutely recommend Angela to anyone who is looking to take control of their financial future and to build a realistic retirement plan that is attainable."
"Angela never fails to act in a professional manner, offering sound and practical advice, grounded with comprehensive analysis. She has a team of experts whom she brings in whenever needed. It is evident that she has been acting in the interests of her clients, on top of her own interest as she streamlines your portfolio as changes to my life occur. This has won her the respect and trust of her clients. I have absolute confidence in having Angela handle my insurance and investment portfolio to the best of her ability as she routinely reviews and updates us as our needs change. I am also grateful to have Angela as a trustworthy friend and insurance agent and sleep well knowing that my personal, and business needs are taken care of in any circumstance."
"I have never had such a friendly and personable relationship with a financial advisor before... and I've had a few advisors through the years! Angela brings a great deal of business sense and financial knowledge to the table, but she remains so down-to-earth with her clients. As a working single mom of three children, I had so many different worries. Angela worked with me to assess my insurance needs, create an investment plan, and create an estate plan. It helped to assure me that I was, indeed, on the right track. Angela consistently over-delivers to her clients. From the detailed recap emails I receive after every single meeting, to the detailed financial plans she has helped me to create, to the warm and welcoming atmosphere in her office, to the financial literacy events she hosts, Angela exceeds my expectations for a financial advisor in every way. I'm looking forward to a very bright financial future, and I have Angela to thank for that!"
"I am pleased to provide an endorsement for the benefits administration services through Angela Oddo and her team at Fiducia Financial Services Inc. Angela provided “above and beyond” service during a recent merge of our operations, which effectively tripled our staff complement and incorporated the benefits from two additional unions. The challenges to navigate this successfully were daunting initially; Angela and her team guided us through the process and worked diligently to ensure our benefits packages met or exceeded the levels of coverage that existed prior to the merge. I would be remiss not to mention the strength of Angela’s team who support her. Jonathon Willows and Jennifer Perchie provided support, guidance and action that were critical to the success of our merge. Together they are a team of professionals that we counted on time after time; their focus on a successful outcome was exemplary!"
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Our approach and process
At Fiducia Financial, we recognize that financial well-being is closely intertwined with various aspects of your life. We understand the importance of taking a holistic view when it comes to managing your wealth. By delving into the intricacies of your unique circumstances, we can provide tailored recommendations that align with your specific needs and goals.
- We meet to discuss and assess your current financial considerations
- We listen and ask questions to understand what matters most to you
- We strategize and review with you critical short and long term goals
- We provide you with a tactical plan to achieve and preserve wealth
- We proactively monitor impact factors and advise and adjust as circumstances evolve
When you choose Fiducia Financial, you're choosing a partner who understands the intricate details of your life and is committed to helping you make informed financial decisions. Experience the difference of our personalized approach and discover how our comprehensive understanding of your unique circumstances can transform your financial future.
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"After selling our farm land and needing to find a financial/estate planner we happened upon Angela which was our next best decision that we had made. She helped us to get our financial plans in order including setting up a life insurance plan that would ensure our children and grandchildren would benefit from our money and not the government.
Angela is very personable and friendly and she has become like family to us and treats us the same way. We never feel overwhelmed when dealing with her as she explains everything in a way that we both can understand without getting frustrated. She is very down to earth and her office and staff are also very friendly with a great atmosphere so we always feel welcomed when we go there.
Her recap emails to us after our meetings are always very detailed and easy to understand. She has surpassed our expectations for a financial planner in all ways and we will continue to recommend her and Fiducia Financial Solutions to everyone we can."
#ClientTestimonial
"After selling our farm land and needing to find a financial/estate planner we happened upon Angela which was our next best decision that we had made. She helped us to get our financial plans in order including setting up a life insurance plan that would ensure our children and grandchildren would benefit from our money and not the government.
Angela is very personable and friendly and she has become like family to us and treats us the same way. We never feel overwhelmed when dealing with her as she explains everything in a way that we both can understand without getting frustrated. She is very down to earth and her office and staff are also very friendly with a great atmosphere so we always feel welcomed when we go there.
Her recap emails to us after our meetings are always very detailed and easy to understand. She has surpassed our expectations for a financial planner in all ways and we will continue to recommend her and Fiducia Financial Solutions to everyone we can."
#ClientTestimonial
This #InternationalWomen'sDay, let's celebrate the power and potential of women and wealth. Proactive money management and seeking professional advice are important steps for us as women, stepping into this role of financial stewardship.
💡 Key strategies for women's financial empowerment:
Be prepared: Anticipate the future and equip yourself with the knowledge needed to make informed decisions.
Set clear financial goals: Define your aspirations and create a roadmap for achieving them.
Engage with financial advisors: Collaborate with experts who understand your unique financial journey.
By embracing these strategies, women can leverage their inheritance not only to secure their financial future but also to navigate potential life challenges. Today let's celebrate the incredible impact women make in shaping the financial landscape! 💪
#IWD2024 #FinancialEmpowerment #WealthManagement
This #InternationalWomen'sDay, let's celebrate the power and potential of women and wealth. Proactive money management and seeking professional advice are important steps for us as women, stepping into this role of financial stewardship.
💡 Key strategies for women's financial empowerment:
Be prepared: Anticipate the future and equip yourself with the knowledge needed to make informed decisions.
Set clear financial goals: Define your aspirations and create a roadmap for achieving them.
Engage with financial advisors: Collaborate with experts who understand your unique financial journey.
By embracing these strategies, women can leverage their inheritance not only to secure their financial future but also to navigate potential life challenges. Today let's celebrate the incredible impact women make in shaping the financial landscape! 💪
#IWD2024 #FinancialEmpowerment #WealthManagement
In today's rapidly evolving financial landscape, the importance of preparing for the transfer of wealth between generations cannot be overstated. From minimizing tax implications to preserving family harmony, there are numerous considerations to weigh.
This month I'll delve into the essentials of intergenerational wealth transfer, including:
✅ Understanding the dynamics of wealth transition
✅ Exploring strategies for effective estate planning
✅ Navigating the complexities of tax implications
✅ Fostering open communication and family harmony
What questions fo you have, or what advice would you like to hear when it comes to properly planning the transfer of your family legacy? Let me know in the comments!
#IntergenerationalWealth #EstatePlanning #LegacyBuilding
In today's rapidly evolving financial landscape, the importance of preparing for the transfer of wealth between generations cannot be overstated. From minimizing tax implications to preserving family harmony, there are numerous considerations to weigh.
This month I'll delve into the essentials of intergenerational wealth transfer, including:
✅ Understanding the dynamics of wealth transition
✅ Exploring strategies for effective estate planning
✅ Navigating the complexities of tax implications
✅ Fostering open communication and family harmony
What questions fo you have, or what advice would you like to hear when it comes to properly planning the transfer of your family legacy? Let me know in the comments!
#IntergenerationalWealth #EstatePlanning #LegacyBuilding
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