Work with a
Wealth Expert
Work with a
Wealth Expert
Work with a qualified expert
Jim’s
here
to help
you
Jim
has over
29 years
of experience in
the financial services industry, including
international investment experience. His
strong track record of investment experience
is backed by highly respected investment
credentials and education.
Find your way to wealth
Jim’s credentials include the globally
recognized Chartered Financial Analyst
(CFA) designation, which he earned in
1997. Jim is also a Fellow of the Canadian
Securities Institute (FCSI) and has completed
the Professional Financial Planning Course.
When you want to create more personal
wealth, it makes sense to work with an
expert who understands the intricacies
of growing, managing, and protecting
your money.
You want someone who can help you
make good decisions, understand your
investments, meet your goals and prepare
you for what’s next on your financial horizon.
One of our wealth experts here at
FirstOntario Credit Union is Jim Trueland.
His goal is to bring more wealth into your
life, and it’s a responsibility he takes very
seriously.
Jim Trueland welcomes the opportunity to give
Jim is committed
tohelp
working
with his
you guidance,
advice, and
whenclosely
investing
clients toyour
helpmoney.
them uncover their goals and
and protecting
needs.
He thinks it’s important you have a good
understanding of your finances and a solid,
workable plan for the future. A plan that’s
A comprehensive
approach
appropriate
for where you, your family,
and
your business are today, in order to deliver the
approach
to managing your wealth is
resultsJim’s
you need
for tomorrow.
comprehensive, detailed, and disciplined. But
As you
workimportantly,
with Jim from
to year,
more
it’syear
centred
onhe’ll
you.
help you to evolve your plan as life unfolds, and
address
the tough
questions
and decisions
When
you work
with Jim,
he’ll first take an
along the way.
in-depth review of your current situation to
uncover what matters and concerns you the
His specialty
is wealth
most. He’ll discover
what you want out of life,
who depends on you, and what your goals
Jim specializes in structuring investment
and timelines are.
portfolios to help investors achieve their
financial goals. His process includes:
He’ll develop and document your personal
• wealth
Developing
a plan
to address
strategy,
which
guidesclient
the building
objectives
includingofsavings,
and
management
your portfolio. He’ll
investments
andand
retirement
develop
a plan
identifyincome
any elements
• that
Creating
a
diversified
portfolio
through
need special attention.
From
there, he’ll
appropriate
asset
allocation
invest and manage your money.
• Investment selection that includes stocks,
bonds and mutual funds
• Periodic Review and Reporting
His process and commitment to educate his
clients not only helps them achieve their goals,
but also provides peace of mind!
Work
Work
with
with
a qualified
a qualified
expert
expert
Advice
Advice
appropriate
appropriate
forfor
you
you
Jim Jim
has has
overover
29 years
29 years
of experience
of experience
in in
the financial
the financial
services
services
industry,
industry,
including
including
international
international
investment
investment
experience.
experience.
His His
strong
strong
track
track
record
record
of investment
of investment
experience
experience
is backed
is backed
by highly
by highly
respected
respected
investment
investment
credentials
credentials
andand
education.
education.
Whether
Whether
you’re
you’re
just just
starting
starting
to build
to build
wealth,
wealth,
or already
or already
living
living
off your
off your
retirement
retirement
fund,
fund,
Jim’s
Jim’s
approach
approach
is both
is both
flexible
flexible
andand
comprehensive,
comprehensive,
so he
soaddresses
he addresses
the needs
the needs
of your
of your
personal
personal
situation
situation
andand
provides
provides
advice
advice
that’s
that’s
rightright
for you:
for you:
Jim’s
Jim’s
credentials
credentials
include
include
the globally
the globally
recognized
recognized
Chartered
Chartered
Financial
Financial
Analyst
Analyst
(CFA)
(CFA)
designation,
designation,
which
which
he earned
he earned
in in
1997.1997.
Jim Jim
is also
is also
a Fellow
a Fellow
of the
of Canadian
the Canadian
Securities
Securities
Institute
Institute
(FCSI)
(FCSI)
andand
has has
completed
completed
the Professional
the Professional
Financial
Financial
Planning
Planning
Course.
Course.
Jim Jim
is committed
is committed
to working
to working
closely
closely
withwith
his his
clients
clients
to help
to help
them
them
uncover
uncover
theirtheir
goals
goals
andand
needs.
needs.
A comprehensive
A comprehensive
approach
approach
Jim’s
Jim’s
approach
approach
to managing
to managing
youryour
wealth
wealth
is is
comprehensive,
comprehensive,
detailed,
detailed,
andand
disciplined.
disciplined.
But But
more
more
importantly,
importantly,
it’s centred
it’s centred
on you.
on you.
When
When
youyou
work
work
withwith
Jim,Jim,
he’llhe’ll
firstfirst
taketake
an an
in-depth
in-depth
review
review
of your
of your
current
current
situation
situation
to to
uncover
uncover
what
what
matters
matters
andand
concerns
concerns
youyou
the the
most.
most.
He’llHe’ll
discover
discover
what
what
youyou
want
want
out out
of life,
of life,
whowho
depends
depends
on you,
on you,
andand
what
what
youryour
goals
goals
andand
timelines
timelines
are. are.
He’llHe’ll
develop
develop
andand
document
document
youryour
personal
personal
wealth
wealth
strategy,
strategy,
which
which
guides
guides
the building
the building
andand
management
management
of your
of your
portfolio.
portfolio.
He’llHe’ll
develop
develop
a plan
a plan
andand
identify
identify
any any
elements
elements
thatthat
need
need
special
special
attention.
attention.
From
From
there,
there,
he’llhe’ll
invest
invest
andand
manage
manage
youryour
money.
money.
• Discover
• Discover
youryour
goals
goals
andand
net wealth
net wealth
• Define
• Define
youryour
strategy
strategy
• Develop
• Develop
plans
plans
andand
set priorities
set priorities
• Manage
• Manage
personal
personal
wealth
wealth
• Monitor
• Monitor
andand
report
report
on progress
on progress
• Anticipate
• Anticipate
andand
adjust
adjust
to changes
to changes
Access
Access
to a
towealth
a wealth
team
team
Jim Jim
is a member
is a member
of your
of your
credit
credit
union’s
union’s
team
team
of highly
of highly
qualified
qualified
wealth
wealth
professionals,
professionals,
eacheach
withwith
theirtheir
ownown
specialty.
specialty.
Depending
Depending
on your
on your
situation,
situation,
Jim Jim
maymay
consult
consult
withwith
other
other
team
team
members
members
or even
or even
other
other
specialists
specialists
within
within
our our
community.
community.
It’s It’s
just just
partpart
of the
of service
the service
we offer
we offer
to clients
to clients
whowho
havehave
more
more
complex,
complex,
specialized
specialized
needs
needs
requiring
requiring
a fully
a fully
integrated
integrated
wealth
wealth
plan.plan.
Active
Active
in your
in your
community
community
Jim’s
Jim’s
personal
personal
definition
definition
of wealth
of wealth
includes
includes
living
living
in a in
viable,
a viable,
healthy
healthy
community.
community.
He isHe
involved
is involved
in the
in Oakville
the Oakville
Community
Community
Foundation
Foundation
to help
to help
raiseraise
funds
funds
for the
for the
Oakville
Oakville
community’s
community’s
many
many
needs.
needs.
Talk to our Wealth Consultant
When you need an expert’s help growing,
managing and protecting your money, call
or drop by to arrange a personal,
confidential consultation.
Ask for an appointment
Jim Trueland, CFA
Investment Advisor
Credential Securities Inc.
Tel (289) 288-0038
[email protected]
4021 Upper Middle Rd.
Burlington, ON L7N 3X5
Mutual funds and other securities are offered through Credential
Securities Inc. Commissions, trailing commissions, management
fees and expenses all may be associated with mutual fund
investments. Please read the prospectus before investing.
Unless otherwise stated, mutual funds and other securities are
not insured nor guaranteed, their values change frequently
and past performance may not be repeated.
Credential
Securities Inc. is a Member – Canadian Investor Protection Fund.
®Credential and Credential Securities are registered marks
owned by Credential Financial Inc. and are used under licence.
WMB-JT042412