We make the investment in time in order to really understand what matters to you. Our Strategic Wealth Process not only leads to clarity and confidence, but most importantly, ensures you control what you have worked so hard to build. Our process is values-based and goal driven. That means critical conversations are necessary before anyone can suggest a meaningful path forward or offer advice.
Without knowing what's important to you today, and getting a sense for what's going to be important to you, your family and your business in the future, one would be hard-pressed to offer any relevant advice. Our Discovery phase ensures that we deliver advice based on a shared understanding of what matters.
Without knowing what's important to you today, and getting a sense for what's going to be important to you, your family and your business in the future, one would be hard-pressed to offer any relevant advice. Our Discovery phase ensures that we deliver advice based on a shared understanding of what matters.
Services
While we deliver great work for our clients, part of our success flows from our ability to work with our clients' other professional advisors, such as their lawyers, accountants, money managers and others. We've learned that while no one has all the answers, strategically working as a team with your other advisors tends to avoid misunderstandings, minimize complexity, and help create the right results.
I'm originally from Montreal and grew up with entrepreneurial parents, one of whom was French speaking, and gave me an appreciation of business and a strong work ethic. Since graduating from McGill University, I have called Ottawa home for many years. I am an avid reader and learner - that is why you see so many letters behind my name.
Many of our clients find themselves bombarded by financial, legal and tax strategies and would like to achieve clarity as it relates to their personal situation. They would much prefer to connect their values and priorities with today's changing economic and tax landscape so that they have a sense of direction and are in control of their financial affairs.
At Trimaran Financial, surpassing our client's expectations begins and ends with the people that make us so great. Be a part of a team that challenges our employees to think strategically and creatively in order to remain at the leading edge of the financial advisory industry. Interested in joining us?
During a recent meeting with a business owner client who was referred to me, I began the meeting by asking him a simple question, "If you did not make it home from my office today, will the current planning that you have done to date ensure that your business, your employees, and most importantly your family will be well taken care of?"
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