Financial Advice for Millennial Professionals, Pre-Retirees, and Business Owners
Trilogy Wealth helps for professionals, pre-retirees, and business owners simplify their finances and build wealth. Whether you're managing career milestones, growing a business, or planning for your future, we’re here to make it easier.
The Meaning Behind Trilogy Wealth.
At Trilogy Wealth, we believe every financial journey is as unique as a game of chess—each move requiring calculated, deliberate strategy. With independence, integrity, and competency as our guiding principles, we create personalized plans to help you confidently navigate your financial future.
Independence
We don’t work for dealers, push products, or take commissions. Every plan we create is custom designed to fit your goals, not someone else’s agenda.
Integrity
You deserve advice you can trust. We keep things clear, honest, and focused on what’s right for you—no hidden motives, just real guidance.
Competency
With advanced training, top-tier designations, and cutting-edge tools, we bring deep knowledge to every financial decision.
What We Do For You
Holistic Financial Planning
We take a comprehensive look at your entire financial picture, from your current situation to your most ambitious life and career goals. Through detailed analysis and ongoing collaboration, we create a customized roadmap that integrates every aspect of your finances, from cash flow and tax strategies to retirement planning and wealth transfer.
This personalized plan evolves with you, ensuring your financial decisions consistently align with your short-term needs and long-term vision.
Investment Portfolio Construction and Management
Through successful partnerships with select, fiduciary investment counsellors who build portfolios that are precisely tailored to your risk tolerance, time horizon, and financial objectives. Using sophisticated investment strategies and rigorous research, we work with these firms to ensure your wealth is aligned with your financial plan.
We take a proven, disciplined approach focusing on long-term success while remaining agile enough to capitalize on new opportunities and defend against market risks.
Risk Management & Estate Planning
Financial risk is iminent regardless of where you're at in your journey. Any successful financial plan has to be built on a strong foundation of risk management. Our team identifies potential vulnerabilities in your financial life and implements appropriate strategies to safeguard your assets and income.
As you progress in your financial life, we work alongside tax and legal professionals to help structure your estate in a tax-efficient manner that ensures your wealth serves your family and any other goals for generations to come.
Your Trilogy Team.
With a combined over 45 years of experience, your Trilogy team is dedicated to simplifying finances, building wealth, and guiding you towards achieving the ultimate financial confidence that you deserve.
Sean Harrell
Sean Harrell brings over 25 years of experience in wealth management, specializing in retirement, investment, and estate planning for business owners transitioning to their next stage of life. Since beginning his career in 1999, Sean has developed a reputation for delivering tailored financial strategies that address the unique complexities faced by retiring entrepreneurs.
As Senior Partner, he has guided countless clients through the critical process of turning the value they've built in their businesses into sustainable retirement income and generational wealth. His expertise extends to tax-efficient investment strategies, business succession planning, and ensuring that clients’ legacies reflect their values and long-term goals.
Sean’s approach combines technical expertise with a deep commitment to building lasting relationships. He believes in empowering his clients through education, clear communication, and collaborative planning, ensuring they feel confident in every decision they make.
Aaron Menon, CFP®
As Managing Partner, Aaron oversees much of the firm’s day-to-day operations while managing his client relationships and running Trilogy NextGen, the firm’s fee-based offering. Since entering the wealth management industry in 2018, Aaron has specialized in serving high-income and incorporated professionals, including physicians, lawyers, and sales professionals. He helps clients navigate the complexities of career transitions, manage taxes, and align financial strategies with their long-term goals.
In addition to his advisory work, Aaron is a Sessional Instructor at the University of Manitoba, where he teaches Personal Financial Planning. His passion for education also extends to his client relationships, simplifying financial concepts and delivering actionable strategies tailored to their needs.
Outside of work, Aaron enjoys staying active through golfing and working out and channels his creativity into podcasting on topics like psychology, personal development, and professional success. Known for his approachable style and dedication, Aaron is committed to helping the next generation of professionals achieve their financial aspirations.
Nicole Humphreys
Nicole Humphreys is the backbone of our operations, ensuring the seamless management of our office and providing exceptional support to our team and clients. With her keen attention to detail and organizational expertise, Nicole plays a critical role in maintaining the efficiency and professionalism that define our practice.
As Office Manager and Executive Assistant, she handles everything from client scheduling and communications to administrative oversight, ensuring every interaction is smooth and personalized. Her proactive approach and dedication to client care make her an invaluable resource for both our team and the individuals and families we serve.
Outside of the office, Nicole enjoys interior design, organizing her home, and spending time with her boyfriend and fur-baby. Her commitment to excellence and passion for creating a positive experience make her an essential part of our team.
Scott McMullan
Scott McMullan is an Associate Wealth Advisor at Trilogy Wealth, based in our Brandon office. With a passion for helping families and professionals navigate their financial journeys, Scott takes pride in delivering personalized advice that empowers his clients to achieve their goals with confidence and clarity.
Scott specializes in financial and risk management planning, helping clients protect their families, businesses, and legacies through tailored strategies. He is dedicated to ensuring his clients have the right coverage to safeguard their financial future, minimize risks, and create long-term security.
When he’s not working with clients, Scott enjoys spending time at the lake with his family, where he finds balance and inspiration. As a proud father of two kids who compete in high-level hockey, Scott understands the importance of planning for both today and tomorrow.
Renee Bouchard
Renee is our dedicated Client Success Associate, bringing over 30 years of experience in the financial services industry to Trilogy Wealth. With a deep passion for fostering meaningful client relationships, Renee ensures that every client’s experience exceeds expectations by regularly checking in to maintain the highest service standards.
Known for her warm demeanor and attention to detail, she thrives on creating a seamless and satisfying journey for all those she serves. Outside of work, Renee cherishes time with her two adult sons, enjoys traveling to her second residence in sunny Mexico, and adores her two bernadoodles, Foster and Roofus who keep her company during her adventures.
Helping Clients from Coast to Coast.
Although Trilogy Wealth calls Manitoba home, we work with clients across Canada. Whether you're in the prairies, the mountains, or the coasts, we provide financial guidance tailored to your unique needs, no matter where you are. We leverage industry-leading technology to deliver you the best in wealth management from the comfort of your own home.
Talk With an Advisor Today
Book your free assessment today to get a better grip on your finances—it all starts with a simple, laid-back 20-minute call.
Our calls are totally stress and pressure-free. Guaranteed.