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Trillium Wealth Management

Working together to help you achieve what truly matters to you

Our Team

Combined, Geri, Jayme and Rohini have over 50 years of investment management expertise.  Kate's professional focus is on client relationships, while Andrew represents the core of the administrative services our practice delivers.  Together, it is our privilege to provide customized solutions to every one of our clients.

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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.

Investment Philosophy

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.

 

ADDITIONAL CONTACT

Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

Going beyond the financial picture

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Meet The Team

We're redefining private wealth management.

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.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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