AI+Trust Advisory was established in Alberta to dismantle the complex, opaque structures of traditional insurance. We represent you—not the carrier—using rigorous analysis to build lasting corporate structures.
Edmonton, Alberta
Serving business owners province-wide
For years, the process of choosing employee benefits, retirement plans, and owner protection has been bogged down by dense jargon and misaligned broker incentives. Business owners are often presented with pre-packaged templates that prioritize carrier margins over client longevity.
We built this practice to offer an alternative. By combining modern computational analysis—parsing through policy details across Canada’s largest underwriting firms—with a deeply personalized consultative approach, we secure plans that actively respect your balance sheet and your employees' well-being.
Our role is strictly independent. We do not work for the insurance companies; we serve as your local advocate. From initial market scoping to annual, zero-friction renewal negotiations, our goal is absolute transparency.
"A thoughtfully designed plan is an investment in corporate culture, signaling stability to your entire team."
Every structure we build is tailored to support between 2 and 50 employees, scaling gracefully as your organization expands.
Lead Insurance Advisor
As the founder of AI+Trust Advisory, Alfredo works directly with business owners throughout Edmonton and greater Alberta. He coordinates strategic insurance reviews, health spending accounts, and corporate succession planning.
His method is consultative and unhurried. Believing that client education leads to stronger long-term outcomes, he guarantees a transparent, multi-carrier perspective with every engagement. No aggressive sales tactics, just analytical clarity.
Whether exploring a new Health Spending Account or seeking a second opinion on your upcoming renewal, we welcome the opportunity to connect.