Fiduciary-first introductions
to verified professionals
One intake. Clear next steps. Coordinated follow-through — without the noise.
Why Trevoxa exists
Verified professionals
Every introduction is to a credentialed, vetted professional who operates under fiduciary standards.
Qualified-intent routing
No cold calls. No spam. Only meaningful connections based on your actual needs and readiness.
Coordinated execution
We help professionals work together on your behalf—so nothing falls through the cracks.
How it works
Simple, transparent, and built for people who want action—not noise.
Complete the 2-minute intake
Tell us where you are and what you need. No pressure, no sales pitch.
Get matched with verified professionals
We route you to credentialed experts who align with your situation and intent.
Coordinated follow-through
Professionals work together on your behalf. You stay informed at every step.
Choose your lane
Select the area that matches your current priority.
Insurance
Life, disability, critical illness. Built for families and business owners who need certainty.
Investments & Strategy
Portfolio construction, tax efficiency, and long-term wealth coordination.
Estate Coordination
Wills, trusts, powers of attorney. Ensuring your plan is complete and actionable.
Automation
Systems that keep your financial life organized, coordinated, and stress-free.
Who it's for
Built for people who value execution over noise.
Business Owners
Coordinating insurance, succession planning, and wealth strategy across business and personal finances.
Growing Families
Life insurance, estate planning, and investment coordination for parents focused on protecting what matters.
High-Net-Worth Individuals
Multi-professional coordination for complex estates, tax optimization, and legacy planning.
What "fiduciary-first" actually means
This is how financial coordination should work
Your interests first
Professionals legally bound to prioritize you—not commissions or sales targets.
Zero hidden fees
No kickbacks, referral fees, or hidden compensation from our network.
Execution over hype
Straight answers and action plans. No sales pitches, just results.
Trust Center
Transparency isn't optional. It's how we operate.
How we get paid
Transparent fee structure. No hidden commissions. No kickbacks from referrals. We work for you, not the vendors.
Privacy & consent
Your data is never sold. Every introduction requires your explicit approval. You control who contacts you.
Not a directory
We're not a lead-generation machine. We're a coordination platform built for qualified intent and meaningful outcomes.
Community & Clinics
Free educational sessions, Q&A clinics, and workshops—hosted by the professionals in our network.
Frequently asked questions
Clear answers to common questions.
The intake and routing process is free. Some professionals may charge for their services, but you'll know upfront before any engagement.
We charge a transparent coordination fee for complex multi-professional engagements. We never take hidden commissions or kickbacks.
Absolutely. We provide introductions, not assignments. You always have final say on who you engage with.
That's common. Complete the intake, and we'll help you identify the right starting point based on your situation.
Currently, our network focuses on Canadian professionals serving Canadian residents. International expansion is planned.
Fiduciary standards. No hidden fees. Coordinated execution. Most referral platforms are lead-gen machines. We're a coordination layer.
Ready to get started?
Two minutes. That's all it takes to start the process.