Trillium Wealth Management and Trillium Health Services
We invite you to discover a new level of simplicity and peace of mind in planning for Life Insurance, health insurance and Tax Planning.
Perhaps the greatest advantage of trusting your family’s health care planning to Trillium is that we are a certified PHSP (Private Health Service Plan) administrator since 2004. Registering for a PHSP can offer you significant TAX SAVINGS come tax time, by allowing you to process medical expenses through your business as opposed to personally. A PHSP virtually makes all your health care expenses 100% deductible as a legitimate tax deduction.
Our newest service offered is a “Self-Directed” (TFSA) Tax-Free Savings Account administered by Community Trust. which is a flexible and convenient way to consolidate a full range of investments into one account. Community Trust is a member of the Canada Deposit Insurance Corporation (CDIC). Investments and/or products held in a CT account, including cash in a self-directed RRSP and RRIF, are also eligible for deposit insurance from CDIC.
It's your money... and your peace of mind.
We understand that.
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to review the services we offer or contact us for additional information.
We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more info.
- Financial Planning Services
- Retirement Planning Insurance Analysis
- “Private Health Services Plan” (PHSP) Administrator
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- Critical Illness Insurance
- Individual Health Plans
- Segregated Funds
- Tax Free Savings Accounts (TFSA)
- RRSPs, RDSPs, RRIFs, RESPs, PHSPs
- LIFs and LIRAs
If you have any questions or comments, please feel free to call our toll-free number. A licensed specialist is standing by! (Call 1-877-219-3330).