About Trillium Wealth Management
Trillium Wealth Management, TrilliumHealth Services and Trillium Life Insurance are three distinct professional services organization under one common umbrella. Each organization specializes in providing unique programs for entrepreneurs, self-employed professionals and small business owners. As Canada’s #1 Individual consulting firm serving thousands of customers across Canada, one unique approach in Trillium Wealth Management will be to provide individuals with a convenient self-direct TFSA administered by “Community Trust” which is a member of the Canada Deposit Insurance Corporation (CDIC) protecting client’s deposits and approved by CRA “Canada Revenue Agency” guidelines.
Understanding that each individual and family have different needs, Trillium Wealth Management has recently entered into a business arrangement with “Community Trust” CT, which offers trust, banking, insurance and wealth management solutions.
The convenience of one consolidated self-directed account from “Community Trust” will allow Trillium Wealth Management Clients to earn tax-free investment income from a variety of unique investments from RRSP-eligible investments (as indicated by the Canada Revenue Agency), to all kinds of qualified investments from cash, GIC’s, stocks/bonds and real estate investments.
If you have any questions about Trillium Wealth Management or would like more information about any of our plans and tax-saving vehicles illustrated throughout our site, please don’t hesitate to contact us.