TAX FREE SAVINGS ACCOUNT
Self-directed "TFSA" plan
BROKER HEALTH PROGRAM
Health & Dental Insurance
Private Health Services Plan "PHSP"
Guaranteed Issue Life & Seniors Life Insurance
PRO HEALTH CANCER
All Critical Illness and Cancer Insurance supplied by IA Excellence Life Insurance Company
Treb Members Plan
Three different Plans for your LIFESTYLE
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.
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.
Trillium Wealth Management
2 St. Clair Avenue West, Suite 1800
Toll Free and Fax: 1-877-219-3330