How We Help
Team Trian is committed to providing integrated services and planning to our clients. Consequently we offer a diverse range of professional services and investment options. These are all of the small pieces of the big picture.
Services
- Retirement Planning
- Estate Planning
- Tax Planning
- Private Wealth Management
- Risk Management
- Investment Planning
Full Complement of Investment Options
- Managed Portfolio (fee based)
- Hedge Funds
- Mutual Funds (Tax-advantaged)
- Tax Shelters
- High Yield Tax Efficient Income Trusts
- Equities and Fixed Income ie. Stocks, Bonds, GICs (transaction based)
Insurance Options
- Life
- Disability
- Critical Illness
- Long Term Care
- Prescribed Annuities
- Segregated Funds
We are not captive to any institution, we shop the market for the best solutions to fit our clients' individual needs. |
