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As a team, Geri, Jayme and Rohini have over 45 years of investment management expertise. In 2017, Kalen joined our team from TD Canada Trust Retail Banking as our Client Service Associate. Together, it is our privilege to provide customized solutions to every one of our clients.
Our Approach to Service
At Trillium Wealth Management, we are committed to providing exceptional service. We dispense comprehensive wealth management advice and solutions to families, individuals and business owners. We work with you to create personalized wealth and retirement plans to help build and protect your financial futures and legacies. Your needs are the focus of what we do.
The cornerstone of our approach is the personal relationship with each client. This relationship is built on trust, regular communication and a detailed understanding of the client's needs. By working with Trillium Wealth Management's professional team we are able to address the entirety of your investment, wealth, and retirement needs. We can also provide access to supplementary TD specialists in areas such as wealth protection, insurance solutions, as well as estate planning and trust services. Furthermore, we have developed a network of external specialists in the fields such accounting, legal, general insurance and real estate. Our aim is simple - to provide the highest level of service so that your interactions with us are convenient and pleasant while we work to help ensure that your financial future is well looked after.
We provide unbiased advice and innovative, cost-effective solutions that add value to your portfolio. We are patient and invest for the long-term, using high-quality investments and diversification to help you effectively manage risk. This conservative approach has allowed us to help build client portfolios that seek to perform well in strong markets, but just as importantly, preserve wealth in poor markets.
Trillium Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.