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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.
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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
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- 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).