About Altruistic Wealth Management
Independent financial planning, insurance, and integrated wealth strategy — built around your interests, not anyone else's.
Our Story
The name came from a hard lesson.
In 2009, before Trevor joined the financial services industry himself, he watched a broker hand him advice and products that turned his nest egg into pennies. The advice was wrong. The products were wrong. The relationship had been built around the broker's incentives, not the client's. There was no path back.
Trevor started his career in financial services in 2010 with a specific commitment in mind: do the opposite. Put the client's interest first. Look at every strategy and product for whether it actually works over the long run. Don't sell what isn't useful.
Altruistic isn't a marketing word. It's the bar the practice gets held to.
Trevor Belanger, CFP®
Trevor is the founder and lead planner at Altruistic Wealth Management. He earned his Certified Financial Planner® (CFP) designation in 2017, which let the practice expand from product-focused work into the written, integrated planning approach it runs on today.
Beyond client work, Trevor co-founded an Associate General Agency and spent five years as its Chief Compliance Officer, supporting a team of 11 agents through complex case management. That role gave him a behind-the-scenes view of how hundreds of real client situations actually played out over years — what worked, what didn't, and what to watch for.
He works with individuals, families, incorporated professionals, and business owners across Alberta. The practice is based in Edmonton with in-person meetings across the capital region (St. Albert, Sherwood Park, Spruce Grove, and surrounding areas), and virtual meetings for clients elsewhere in the province.
How We Work
Independent. Not tied to one insurance company or investment platform. We pick what fits from across the market.
Integrated. Insurance, investments, retirement, tax strategy, and estate planning aren't separate decisions. They're pieces of one plan, and we treat them that way.
Written. Comprehensive clients get a real written plan they can hold, review, and refer back to. Not a sales summary.
Coordinated. We work alongside your accountant and lawyer. We're not trying to replace them. We fill the gap they don't fill themselves.
Transparent. You'll know how we're compensated, what fees you're paying, and why.
Who We Serve
We work best with people who want a long-term relationship with their advisor, not a one-off transaction. Clients tend to fall into a few groups:
Incorporated professionals (/professionals-and-business-owners) — physicians, dentists, lawyers, engineers, and other incorporated practices who need integrated strategies their accountant typically doesn't address.
Business owners (/professionals-and-business-owners) — early-stage operators through established companies preparing for succession, who want their business and personal wealth planned as one.
Individuals and families (/personal-planning-and-wealth) — Albertans who want a written plan, straight advice, and someone who'll still be here in ten years.
If you're looking for the cheapest term life policy or a single transaction with no advice attached, we're probably not your best fit, and we'll tell you so. Direct-to-consumer brokers handle that work well. This practice is built for people who want the bigger picture handled.
A Bit About Trevor (Personally)
Outside the office, Trevor enjoys culinary experiences, roasts his own coffee, camps when the weather plays along, and plays squash regularly — a game he'll admit still needs a lot of coaching.
He's based in the Edmonton area and serves clients across Alberta.
Let's Talk
If anything here lands, the next step is simple. Reach out and we'll book 30 minutes. Virtual or in person, your call. No pitch — just a conversation to figure out whether we're the right fit for what you need.