Local: 647-447-8809
Toll Free: 1-877-219-3330

TAX FREE SAVINGS ACCOUNT

Self-directed "TFSA" plan

  • Broker TFSA Plan
  • Alumni Association TFSA Plan

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TRILLIUM HEALTH SERVICES

Health & Dental Insurance

Private Health Services Plan "PHSP"

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TRILLIUM LIFE
INSURANCE

Guaranteed Issue Life & Seniors Life Insurance

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PRO HEALTH CANCER

All Critical Illness and Cancer Insurance supplied by IA Excellence Life Insurance Company

  • ProhealthCancer "GUARD"
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associations

The Canadian Association Members Insurance Program

Whether you're a solo entrepreneur, home-based business, benefits are a very important part of your financial security. Your Association Plan creates a solid foundation for security, based on a benefit program designed specifically for small-business owners 50 PLUS, just like you.

To see how much you can save, simply click on any one of the FIVE Plan options above, which will lead you to a review of coverage, a link to calculate a free, no-obligation quote and finally apply online for your Association Form requesting detailed information and enrollment application. It is that simple and FULLY SECURED.

You'll get the security you need, along with the benefits that's personalized for you. You'll also get:

1. GUARANTEED COVERAGE -Your plan can never be cancelled
2. PLAN FLEXIBILITY - 5 plans to choose from with OPTIONS
3. RATE STABILITY - Underwritten by Great-West Life
4. PORTABILITY - by Province of residence
5. CUSTOMER SERVICE - Canada wide Customer Service Centre

NEW BROKER ASSOCIATION SELF-DIRECTED TFSA, ADMINISTERED by “Community Trust” is now available for all members which is designed to hold Real Estate Investment Offerings. With over 10 years of experience in the financing and real estate development markets, along with powerful corporate partners to handle the key aspects of every project. Because of this, they are able to provide investors with attractive investment opportunities. Investment RETURN vary based upon project. Please refer to LINK in site for latest project and RETURN’S.

mcgillhealth-associations

 

 

About Trillium

Trillium Wealth Management, Trillium Health 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.

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Privacy Policy

Trillium Wealth Management is committed to respecting the privacy and confidentiality of information it receives, in accordance with Trillium Wealth Management Privacy Guidelines, and applicable law. Trillium Wealth Management has established and will continue to maintain reasonable safeguards to protect the security and confidentiality of personal information.

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Contact Info

Trillium Wealth Management
2 St. Clair Avenue West, Suite 1800
Toronto, ON
M4V 1L5

Phone: 647-447-8809
Toll Free and Fax: 1-877-219-3330

information@trilliumwealthmanagement.com