We're an Edmonton-based independent practice. We work with individuals, families, incorporated professionals, and business owners across Alberta. Meet in person or virtually, whatever fits your life.

A Different Kind of Financial Advice

Most financial advice arrives in pieces. Investments at one place. Insurance at another, often years ago and never reviewed. Taxes with an accountant who doesn't talk to either. Estate questions with a lawyer who's never met the rest of the team. The pieces don't fit together, and the gaps between them are where money quietly leaks out.

We work the other direction. Trevor is a Certified Financial Planner® and an independent insurance broker, which means we can sit across from your full picture — cash flow, risk, investments, taxes, retirement, estate — and put a written plan around it. Your accountant stays your accountant. Your lawyer stays your lawyer. We coordinate with them, not around them.

We won't sell you products you don't need. Some insurance solutions are powerful tax and estate planning tools and we use them where they fit. The point is solving the actual problem, not pushing whatever's in season.

Who We Help

Incorporated Professionals

Physicians, dentists, lawyers, engineers, and other incorporated practices across Alberta. The work tends to focus on strategies most accountants don't run with — corporate-owned life insurance, Individual Pension Plans, Health Spending Accounts, and the integrated structures that turn your corporation into a wealth tool instead of a pass-through.

Business Owners

Early-stage operators through established companies eyeing succession. Key person coverage, buy-sell funding, group benefits, retention plays, and corporate investment planning that doesn't tie up cash you need to run the business.

Individuals & Families

Financial planning past "what should I invest in." Cash flow, retirement projections, tax-smart withdrawals, life and disability coverage, estate planning, and a written plan you can actually use.

Professionals and Business Owners

Individuals and Families

What We Do

• Comprehensive financial planning — written plans, retirement projections, cash flow analysis, regular reviews

• Life insurance — term, whole life, and universal life, including corporate-owned strategies

• Critical illness insurance — personal and corporate-owned, with return-of-premium options

• Disability insurance — individual coverage and group plans

• Long-term care insurance — for protecting retirement assets later in life

• Health Spending Accounts (HSAs) — tax-efficient medical expense funding for incorporated professionals and businesses

• Health and dental insurance — individual, family, and group plans

• Group benefits — small business benefit packages

• Travel insurance — single-trip, multi-trip, and snowbird coverage

• Investment planning — segregated funds and referrals to discretionary portfolio managers for larger accounts

• Individual Pension Plans (IPPs) — for incorporated professionals and business owners

• Retirement planning — accumulation, decumulation, and tax-efficient income strategies

• Tax-integrated strategy — using insurance and investment tools to reduce lifetime tax drag (we coordinate with your accountant; we don't replace them)

• Estate planning support — beneficiary structuring, estate equalization, charitable giving strategies (we coordinate with your lawyer)

How We Meet

We're based in Edmonton. Most in-person meetings happen here or nearby — St. Albert, Sherwood Park, Spruce Grove, the broader capital region. Your home, your office, a coffee shop, or somewhere quiet we book ourselves.

For clients elsewhere in Alberta — Calgary, Red Deer, Lethbridge, Medicine Hat, Fort McMurray, Grande Prairie — we work over secure virtual meetings. Same advice, secure document sharing, no driving four hours for a one-hour conversation.

Most clients end up with a mix. Virtual for routine reviews and quick questions. In person for the bigger conversations.

About Trevor

Altruistic Wealth Management is led by Trevor Belanger, a Certified Financial Planner® (CFP) serving Alberta clients since 2010. The practice runs on one idea: financial advice should be in the client's best interest. Not the advisor's. Not the company's. Not the product's.

That belief shapes how the practice works — independent, integrated, and honest about how we're compensated.

Read more about Trevor →

Ready to Talk?

If you've read this far, you're probably either ready for a conversation or close to it. Reach out and we'll book 30 minutes — virtual or in person, whatever works. No prep needed.