Tristan Murray

Financial Security Advisor
Investment Representative

As a financial security advisor, I work to inform, educate, and empower my clients to achieve their financial desires while building relationships founded on honesty and integrity. Using strategic and comprehensive financial planning, I transform the financial desires of my clients into financial goals by providing a structured “game plan.”

My approach to financial advising is one of a holistic nature, in which all aspects of my clients' financial “puzzles” are analyzed to ensure that we're not focusing on one area to the detriment of another. I analytically examine both the current and future desired financial position of my clients from both the quantitative (numerical data) and qualitative (emotional affect) viewpoints.

As a financial security advisor, I approach my relationships with my clients in a manner that can be more related to marriage as opposed to dating. When I meet with my clients, I don't only see the client, but I see the generations of their family that follows them. I believe that the decisions that I assist my clients to make in the present will not only affect their future but also the future of their families. My ultimate desire for my clients is that each one would be able to fulfill the proverb that says, “A good person leaves an inheritance to their children’s children.” With this foundation, I work to ensure that whatever element of their financial puzzle that is being addressed (personal/business insurance, investments, tax planning, or estate planning) is analyzed with the utmost care, empathy, and individual consideration that is feasible.

Contact me today to learn more

Recent posts

Should you switch your variable-rate mortgage to a fixed-rate?

Jan 23, 2023 - Canada Life

Is a fixed-rate mortgage the perfect fix?...

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How does inflation impact your retirement

Jan 20, 2023 - Canada Life

Inflation, which causes a rise in the cost of living, can be challenging if you’re retired...

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Prepare for your financial future this Lunar New Year

Jan 15, 2023 - Canada Life

Lunar New Year is a celebratory time involving family reunions and gift giving between families, friends and business contacts. Here are three important things to do to prepare for the Year of the Rabbit....

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