Kyle Truan-Olsen

Background

About Kyle Truan-Olsen

Since entering the financial industry in 2015, I have had a passion for helping my clients improve their financial situation through education and personalized advice. I treat my client relationships like a partnership. All decisions are based on their needs and wants and discussed mutually. Being in tune with my clients needs and goals is a very important part of my strategies. Everyone is different, and every financial plan should reflect that. Growing up in a small town outside of Sarnia, Ontario I was able to see the value of understanding people. My grandmother was a branch manager of a local credit union, and she knew everyone that walked in the door. She would take the time to really understand what was important to each person, and they loved her for that. That thought and care has translated into my business everyday. I will always take the time to get to know my clients on a personal level so that we can make the strategies impactful, as it should be. If you choose to work with me, I promise I will always take the time to find out what is important to you and make that important to me. I have established a process over the years that I use with my clients so that we can plan for, and achieve their dreams. My goal is to partner with my clients for life and help them through every stage. I currently sit on a counsel in the Niagara region that helps shape and encourage the up and coming generation in Niagara. When I am not in the office, I enjoy spending my time with my Fiancé and our Bouvier-poodle dog. Like most Canadians, I have a passion for hockey, but I do enjoy playing several other sports as well. My family and friends are very important to me, so my spouse and I are often finding ways to socialize with old friends and new acquaintances. I have a passion for cooking, staying active, reading, and spending time outside.