TruPath Financial Solutions Ltd.
Job title: Brad Ritchie, Certified Financial Planner®
Guiding the way...with you
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
What is your path?
Do you have a plan, a vision and life goals you want to achieve? We all think and talk about these things. However, many of us don’t always have time to act on them or know how to actually achieve them. For many of us who run a farm, own a business or work as a professional, we face a list of obstacles that may hold us back or delay us from achieving a life we deserve for ourselves and our family.
We all want a successful business and career. We will make the effort to educate ourselves and work long, hard hours to be the best we can. At the same time, many of us have a growing active family and a home. We may be supporting elderly parents, involved in our community, and trying to stay healthy. These are common circumstances that can take our eye off an important and critical item: future financial security.
This is where TruPath Financial Solutions can help. We strive to have your hard-earned money support you and your family. Our goal is to guide you down a realistic path using an integrated financial planning approach.
Our commitment
Caring. We will always value, respect and understand one’s circumstance and perspective.
Patient. We will always be accepting, calm and tolerant.
Loyal. We will consistently be dedicated, supportive and devoted to each Client.
Reliable. We will be dependable, prompt and perform to meet realistic expectations.
Provide Clarity. We will be transparent about how we work and clear about the results we provide.
Big Thinking. We will use our knowledge and wisdom to seek big ideas or opportunities to support Clients today, and in the future.
Grateful. We are privileged to work with Indigenous communities and honour the traditional land that we share.
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.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Family centric
Protecting your family and setting them up for success – that's what it’s all about.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Client testimonials
"After working with quite a few financial advisors who seemed to care more about their own financial gain, I was very happy to meet Brad and his TruPath team over 15 years ago. He is open and calm and I trust them with my finances completely. They call regularly to check in on my income, and just to see how I am doing. I felt very secure and appreciative of their help after the death of my spouse in 2017. They are caring, attentive, and I truly value that they are a family-oriented firm." - C.S., Retired Teacher
"Brad and the TruPath team have helped us make informed choices as we navigate from the accumulation phase to the retirement phase of our lives. Our long-term relationship started with buying Critical Illness over 18 years ago and we now have all our investments with TruPath as well. We love that they are genuine and authentic and don’t mind repeating things if we can’t wrap our head around it the first, or fourth time! We are always given options and there is no pressure to make any decisions until we are comfortable. We feel we are in good hands and have a lot of confidence in their knowledge and commitment to us." - D and T, Public Service sector
"I really enjoy working with Brad and the TruPath team as they are really good at helping me understand what I need and want to take care of me. The team helped me with my severance package from my former company and did a great job of presenting me with my options. Their genuine honesty and respectfulness allow me to really trust them with my money. I also appreciate that what we talk about will get done and I don’t have to worry!" - D.I., Financial Services sector
"We find Brad and the TruPath team very comfortable and easy to work with. At one point I had 2 advisors but I felt like we were getting more from TruPath who actually helped us make financial decisions. This was especially evident with offering advice around changing from our RRSPs to RRIF’s. We were very happy to refer TruPath to our daughters and their spouses who also felt comfortable and impressed with their mannerisms and the information given. They are engaged and give us peace of mind with their well-rounded approach and knowledge of the financial services business." - G and B, Retired
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Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
* Certain terms and conditions may apply. Contact me for more information.
Brad Ritchie, CFP®️
TruPath Financial Solutions
https://advisor.sunlife.ca/brad.ritchie
* Certain terms and conditions may apply. Contact me for more information.
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