The dynamics of acquiring wealth and managing
wealth are not the same.
Working with our team at Trimaran,
is the way many entrepreneurs have been successful with their
planning.
The result is charting a course through our
Strategic Wealth Process™ that minimizes dangers, identifies
opportunities, and builds on your strengths. This provides you
more time to enjoy the success that you have worked so hard
to achieve.
Whether you are interested in acquiring wealth or managing wealth
we will work with you to implement long term planning in the following
areas:
Corporate Planning
Buy-Sell Funding and Structuring
Business Loans Protection
Executive Compensation & Key Person Protection
Living Buy Outs
Creditor Protection Strategies
Succession Planning
Personal Wealth Planning
Estate Planning and Wealth Transfer
Asset Conservation
Estate Equalization
Disability/Income Replacement
Retirement Strategies
Estate Tax Funding
Charitable Giving
Education Funding
Financial Services
Strategic Wealth Process™
Retirement Planning
Professional Referrals
To discuss your unique financial needs
please contact us for a confidential consultation.
680 Montreal Road
Ottawa, ON K1K 0T3 Tel: 613-744-1011
Fax: 613-744-4883
