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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Privacy Policy

This Privacy Policy covers the treatment of personally identifiable information collected by Trillium Wealth Management during your visits to Trillium Wealth Management websites. This Privacy Policy is subject to change without notice to you, so we recommend that you review it regularly. By using this site you acknowledge that you have read and understand this Privacy Policy as amended from time to time.

Privacy and confidentiality
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. However, you acknowledge and confirm that the Internet is not a secure medium where privacy and confidentiality can be guaranteed and that complete security and confidentiality of transmissions to and from this site over the Internet is not possible at this time. Your confidential use of this site cannot be guaranteed and you acknowledge that your use of this site (including information you transmit to the site) may be subject to access or manipulation by, or disclosure to, third parties. Without limiting any other disclaimer herein, McGill Wealth Management and its affiliates shall not be responsible or liable for any damages that you or any other person may suffer in connection with any such breach of privacy, confidentiality or security.

Your personal information
Certain Trillium Wealth Management websites may require you to provide personal information to Trillium Wealth Management, such as sites that require you to register in order to access the site. Such personal information (for example, your name, birthday, postal code and e-mail address if applicable) is used to help provide you with a secure, private and convenient experience on the site.

For sites requiring you to register:

  • Identity verification: This information is used to confirm your identity when registering for access to certain Trillium Health websites. This information is matched against our existing records to enable you to register.
  • Communication with Trillium Health: If you send Trillium Wealth Management an e-mail through our "Contact Us" feature, the e-mail address you provide at registration will be used to contact you with our reply. If your e-mail addresses changes, you can always change the e-mail address we have on record on either the "Contact Us" page, or in the "Your Profile" section of the site.
  • Forgotten user name or password: If you forget either your user name or password, it is simple to recover them online by going through our Forgotten User Name or Password services, available from the Sign In page. To confirm your identity before displaying either of these items, we match what you enter against the information collected during the registration process.

Please note that the security of e-mail communication can never be guaranteed. Do not send private or confidential information to McGill Wealth Management via e-mail (e.g., your Social Insurance Number). Also, Trillium Wealth Management will never send you an e-mail message requesting personal information. Any such request is a fraudulent attempt to gain your valuable personal information (a technique known as "phishing").

What your information will NOT be used for:

  • Marketing from third parties: We will never sell your information to any third parties, or share it with any other organization for marketing purposes.

Email security
The security of email communication cannot be guaranteed. Any person wishing to communicate or send information of a private or confidential nature to Trillium Wealth Management or a third party is encouraged to do so by other means.

Email fraud
Be cautious of email and websites purporting to represent a legitimate company and that ask you to provide confidential or financial information. It is not Trillium Health's practice to email you to ask you to provide or confirm your PIN, password, or other confidential or financial information, other than as may occur in response to an inquiry from you. If you receive such a request, or have any concern as to the validity of an email from Trillium Wealth Management, a website purporting to be a Trillium Wealth Management website, or our online security, please notify us immediately. Please attach any suspicious email in its original form, or in the case of a website please include the URL (address of the website) in your notification.

Traffic analysis
Trillium Wealth Management collects some limited information about your connection to the Internet. This information includes your computer's IP address, which is your numerical address on the Internet that lets our servers know where to send the web pages you view. This information is collected to help measure traffic to our site and the performance of our servers, and to help diagnose and address problems when they arise.

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.

Read More

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