Skip to main content

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 Suzanne 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.

TrilliumWM_wordmark_72dpiRGB _2_.jpg

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

2323-0417_TDWealth_WebTile1_EN.JPG

Upcoming Events

Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.

"V"ery Good Recovery

Time: 09/30/2020 10:30 AM - 11:30 AM
Location:      Maps & Directions
Speaker: Patrick O'Toole
More Info:  The stock market has been going up largely due to the epic stimulus measures that have pumped liquidity into the system.  But it is also going up due to low bond yields and the balance of evidence suggests that the economy may be experiencing a more V-shaped recovery than expected.  Even the recent correction in some mega-cap technology stocks represents a relatively small dip after March's dramatic recovery.  Will quality continue to lead the market?

Trillium Wealth Management is pleased to invite you to join us for a discussion of the equity and fixed income markets.  This presentation will be held via Webex on Wednesday, September 30th, 2020, at 10:30 a.m.   

We will be joined by Patrick O'Toole, Vice President, Global Fixed Income, CIBC Asset Management Inc., who will give us a market update and share his perspective on the current fixed income environment. Patrick joined CIBC Asset Management Inc.’s predecessor firm in May 2004. Patrick is a member of the Global Fixed Income team. He obtained a Diploma in Business Administration from Algonquin College (Ottawa) and is a Certified General Accountant and a CFA charterholder. CIBC Asset Management Inc. is one of the largest asset managers in Canada with more than 40 years of active management experience.


Please RSVP to Kate Spivakov at kate.spivakov@td.com or Rohini Deopersaud at Rohini.deopersaud@td.com. 

Registration details will follow.


This event is sponsored in part by CIBC Asset Management. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contain detailed investment information, before investing. Mutual funds are not guaranteed or insured, their values change frequently and past performance may not be repeated. Trillium Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners. ®The TD logo and other trademarks are the property of The Toronto-Dominion Bank or its subsidiaries.

 

 

 
RSVP for this event

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from our services?