Trudy Butt Email & Phone Number

Trudy Butt

Certified Financial Planner, CFP, RRC at IG Wealth Management | Whitby, Ontario, Canada

Trudy Butt Socials
About Trudy Butt

Trudy Butt, a seasoned Certified Financial Planner (CFP), RRC, and a dedicated member of IG Wealth Management, brings a wealth of expertise in comprehensive financial planning tailored to high net worth individuals, families, retirees, professionals, and corporate clients. In her current role at Trudy Butt & Associates Private Wealth Management, she leverages her deep understanding of investment strategies, estate planning, and risk management to help clients achieve their long-term financial goals. Her approach is rooted in a thorough analysis of each client’s unique financial situation, allowing her to develop customized strategies that prioritize wealth creation and preservation.

Key projects under her leadership often involve complex estate and tax planning, ensuring clients can efficiently transfer wealth across generations while minimizing tax liabilities. Trudy’s expertise in advanced tax strategies and estate planning tools, such as trusts and charitable giving, enables her to craft sophisticated solutions that align with her clients’ values and objectives. She also emphasizes risk management and diversification within investment portfolios, utilizing her skills in financial analysis and market insights to optimize returns while safeguarding assets.

As a CFP and RRC, Trudy stays at the forefront of industry trends and regulatory changes, continuously enhancing her knowledge to provide innovative financial solutions. Her strategic marketing approach and management skills allow her to build strong, trust-based relationships with her clients, guiding them through life’s financial milestones with confidence. Whether working with high net worth families or corporate entities, Trudy Butt’s commitment to personalized service and comprehensive planning makes her a trusted advisor in the wealth management landscape.

Trudy Butt Work
1 experience icon

Certified Financial Planner, CFP, RRC at IG Wealth Management in January 1997 to Present

2 experience icon

Sales Manager at Bank of Montreal in January 1989 to January 1997

Trudy Butt Skills

Strategic Financial Planning

Investments

Financial Analysis

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About Trudy Butt's Current Company
Frequently Asked Questions about Trudy Butt

What is Trudy Butt email address?

Email Trudy Butt at [email protected]. This email is the most updated Trudy Butt's email found in 2026.

How to contact Trudy Butt?

To contact Trudy Butt send an email to [email protected]. (updated on February 03, 2025)

What company does Trudy Butt work for?

Trudy Butt works for IG Wealth Management

What is Trudy Butt's role at IG Wealth Management?

Trudy Butt is Certified Financial Planner, CFP, RRC

What is Trudy Butt's Phone Number?

Trudy Butt's phone +44 ** **** *140

What industry does Trudy Butt work in?

Trudy Butt works in the Financial Services industry.

Trudy Butt Email Addresses

Email Trudy Butt at [email protected]. This email is the most updated Trudy Butt's email found in 2026.

Trudy Butt Phone Numbers

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