Products & Services
More than just products
Trilliant carries products from various Canadian institutions. However, we do not simply sell products. Our experienced advisors carefully consider every client’s unique situation and assist in establishing a complete financial plan which involves tax savings, wealth protection and accumulation, and much more.
Minimizing taxes
There are many tools that allow you to invest in tax efficient manners. It is important to recognize which investment vehicles will allow you to invest tax-free or tax-deferred, and deduct your income and overall tax liabilities.
Insurance protection
The foundation of a solid financial plan involves utilizing insurance to protect against risks and uncertainties. An unexpected death or illness can cause an extreme amount of stress, both financially and emotionally. It is important to ensure that you and your family have sufficient insurance coverage.
Investment strategies
Retirement planning
Many individuals lack a solid retirement plan and have neglected to save during their working years, so it is not surprising that they will not have sufficient savings for a stable retirement income. It is important to plan for your retirement as early as possible to ensure a good standard of living during your retirement years.
Securing your child’s financial future
With the numerous ongoing financial obligations that people face when starting a family, saving for your child’s education and future may seem difficult. Learn about which benefits to apply for such as RESPs and child care benefits.
Preparing your estate
Proper planning with regards to your assets prior to your departure can make a significant difference. We will help smoothen the process of wealth transfer, maximizing value while minimizing taxes and fees.
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