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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BROKER HEALTH PROGRAM

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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COMPREHENSIVE BENEFITS

Treb Members Plan

Three different Plans for your LIFESTYLE

AVAILABLE NOW!

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Trillium Wealth Management and COMMUNITY TRUST (CT)

A new level of simplicity and peace of mind in planning for short and long term SAVINGS needs outside of retirement. A CT self-directed TFSA is a flexible and convenient way to consolidate a full range of investments into one account and the OPPORTUNITY to invest in a wide range of investments.

Plan Features

Flexible Investment Options as indicated by Canada Revenue Agency –RRSP eligible investments Investment products held in a CT account, including cash are eligible for deposit insurance from CDIC, Canada Deposit Insurance Corporation. Products such as mutual or segregated funds issued by insurance companies and stocks and bonds are not eligible for coverage by CIDC.

Tax Advantage:

The investment income you earn in your self-directed TFSA is not taxable, even when you make withdrawals. The income earned in your TFSA and the withdrawals made do not affect your eligibility for Government benefits and credits. (e.g. Guaranteed Income Supplement, Old Age Security Pension).

You Have Access to a Variety of Investment Options:

Guaranteed Investment Certificates (GICs) mutual funds and segregated funds Real Estate Investment Offerings. Tax-free compound growth means that your money grows more quickly inside your self-directed TFSA then in any taxable account.

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.

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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@comprehensivebenefits.ca