Aaron Menon, CFP

Aaron Menon is a Certified Financial Planner (CFP®) and Managing Partner at Trilogy Wealth, specializing in wealth management strategies for high-performing Canadian Millennials and professionals. Named one of Canada's Top 40 Under 40 Wealth Advisors by Wealth Professional Magazine, Aaron has distinguished himself through his systematic approach to wealth building and financial planning.

With expertise in tax-efficient investing, business succession planning, and comprehensive wealth management, Aaron helps clients transform their high income into lasting wealth through proven financial systems. His innovative approach combines traditional financial planning with modern wealth-building strategies specifically tailored for today's ambitious professionals.

Based in Canada, Aaron works with clients across the country, focusing particularly on business owners, medical professionals, and lawyers. He is frequently consulted on matters of retirement planning, business exit strategies, and tax-optimized investment approaches for high-net-worth individuals.

Connect with Aaron on LinkedIn or schedule a consultation to discuss your wealth management goals and learn how Trilogy Wealth's systematic approach can help you achieve your financial objectives.