Trilogy Wealth Management
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Own a business? Don't worry, we do too. Our strength our foundation is from our experience with planning and preparing our clients for risks and success in their business. We plan for you and your businesses' future. We all have our hopes of what it will look like. For some, it's owning that special vacation home, or it's traveling abroad to faraway places.

For others, it's being able to pay for their kids college education, or having the time to experience new adventures. For many, it's simply having a stress-free life. However you see your tomorrow, the best time to plan for it, is today - and we're here to help. We'll work with you, regardless of where you're at in your life, to plan your goals, and build a plan to get there.
Services
For hardworking and honest Canadian Business Owners, Families, and high-performing young individuals. Based on your answers, we'll recommend a financial plan, and a proposed portfolio of investments. And we'll keep working, once you're set up, we'll track and review your plan and ensure you are too.
Don specializes in providing comprehensive financial advice to business owners and individual investors. He's passionate about working with privately owned corporations, helping to offer direction with succession planning, employee benefits and retirement planning.

Don has been in the financial services industry since 1976 and is a Life Member of the Million Dollar Round Table - an elite association that acknowledges the top two per cent of financial professionals worldwide.Don continues to give back to Manitoba's rural communities and has a passion to help those who've never had access to health services.
At HHAA, you get Financial Planning & Wealth Management driven by Lifestyle-Design for dedicated business owners, hard-working professionals and their families throughout Canada. Our names are on the wall because we see it as a commitment. In every meeting, engagement and client relationship, our names are represented.
Reviews (1)
Travis Barsy
Travis Barsy
Sep 21, 2019
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Sean and Melissa always provide great service, honest and fantastic guidance on all my financial needs.
Thank you!