Shane Trusz, EPC®
Elder Planning Counselor®
Shane Trusz | Springleaf Financial | Kelowna BC

In this day and age, change is the only constant and I understand how challenging change can be. Whether you’re greeting a new baby into the family, or wrestling with a looming retirement, helping people navigate these sometimes turbulent and confusing waters is what I do by creating plans that are tailored to their particular season of life. By working together, I help my clients implement a financial plan that is measurable, achievable, and well laid out- a plan that allows them to sleep comfortably at night.

In June of 2014, I took a year and a half hiatus from the financial services world to oversee the construction of an orphanage in Haiti. The project was an enormous success and the kids under our care are flourishing. The skills I learned as a planner here in Canada made the transition into a Field Director, seamless. And now the skills I learned as a Field Director operating in a place like Haiti has shaped how I build financial plans for families here. Funny how life works out sometimes.

Moving my little family to Haiti and living with some of the most impoverished people in the world has provided us with a unique insight into just how fortunate we are to live in Canada; something most of us had nothing to do with. I believe in living with all my might, and when I’m not in the office, you can find me riding my enduro in the backcountry, playing basketball with my son Ty, or enjoying a local hiking trail with Joy, the love of my life since high school. I’m also a prolific writer and author of the Maidstone Chronicles, a contemporary 9 book fantasy series.