Tara Downey Email and Phone Number
Everyone has a money story. Sometimes your story feels like it is moving powerfully in the right direction and other times you may be wondering how to get your story back on track or how to take your money story to the next level. Trū Insurance and Investments is an Ontario based financial services practice that was created through a passion to empower people to cultivate a positive money mindset and live a confident and joyful life. I’m a no nonsense, no stuffy suit, jeans and heels kinda’ gal. I bring a methodical and calm (but fun) approach to the financial conversation and will be a trusted partner in your money journey.I have been in the financial services industry for 20 years, with experiences spanning advisory and corporate roles. It has reinforced that financial advice and partnership in your financial journey is needed now more than ever! It was time to take my knowledge and 20 years of experience and do more, have a more meaningful impact. As your trusted partner we will:~ Focus on your goals~ Understand fears and limiting beliefs around money~ Discover what brings you joy~ Create a money story you can be proud of
Trū Insurance & Investment Solutions Inc.
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PrincipalTrū Insurance & Investment Solutions Inc. May 2021 - Present -
Associate Vice-President, AdvancementHuron University Sep 2019 - Jun 2020London, Ontario, Ca -
Assistant Vice President Sales Support And Operations, Advisory NetworkCanada Life May 2017 - Nov 2018Toronto, Ontario, Ca -
Assistant Vice President, Operations & Strategic Initiatives, Product Sales And MarketingCanada Life Jan 2013 - May 2017Toronto, Ontario, Ca -
Operations & Business Development, Product DistributionCanada Life Aug 2010 - Jan 2013Toronto, Ontario, Ca -
Market & Field DevelopmentCanada Life 2001 - Aug 2010Toronto, Ontario, CaQuadrus Investment Services Ltd. -
Financial AdvisorFreedom 55 Financial 1999 - 2001
Tara Downey Education Details
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Western University -
University Of Guelph
Frequently Asked Questions about Tara Downey
What company does Tara Downey work for?
Tara Downey works for Trū Insurance & Investment Solutions Inc.
What is Tara Downey's role at the current company?
Tara Downey's current role is Principal & Financial Planner at Trū Insurance & Investments | Mindful money. Joyful Life..
What schools did Tara Downey attend?
Tara Downey attended Western University, University Of Guelph.
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