At Trilogy Wealth, we Believe Financial Planning is More Than Just Investing.
We’re here to help with all the financial services you need, giving you peace of mind no matter where you are in life or what career path you’ve chosen.
So, we Offer Services, Like:
Ongoing Financial Advice
If you're a full-time client, we focus on being here whenever you need us. Outside of our regularly scheduled reviews, we advise during any important life/career changes.
Managing Investments
While our focus is beyond this, we still understand the importance of investing. Our investment management teams work with us to build a portfolio that's right for you.
Tax Planning
A financial plan without tax strategies? It’s like pizza without cheese—good, but missing something essential. We make sure nothing’s left out.
Cash Flow Planning
From corporate, to retirement, to personal cash-flow, we implement a process to ensure that your lifestyle is funded without and shortages or compromised goals.
Risk Management
Using emergency, opportunity and insurance funding we create a strategy to ensure your wealth is built on a firm and secure foundation.
Income Planning
Whether you're mid-career or nearing retirement, we create a plan that is tax-optimized so you can maximize your income and lifestyle while securing future goals.
Debt Management
From student loans to mortgages, we assess your debt and create a strategy to pay it down efficiently while staying financially balanced.
Goal Planning
Defining goals can feel daunting. We work with you to identify what matters most and create a clear plan to make it achievable.
One-Time Financial Plan
If you're not ready to commit long-term, no problems, we offer a 6-month planning engagement to help you get clarity around your financial situation and goals.
Trilogy Wealth & Trilogy NextGen
While we're happy to chat with Canadians looking to take control of their finances, however, we've built a planning process and focus for select individuals.
Where do you fit?
Trilogy Wealth (Above 45)
Trilogy NextGen (Under 45)
The Trilogy Blueprint.
Get to Know Us (Free)
This is our chance to get to know you—your goals, challenges, and what you’re looking for. We’ll share how we work, answer your questions, and see if we’re the right fit. If we both agree to move forward, we’ll schedule your next meeting, send an engagement letter, and a quick form to get started.
Discovery Meeting
This meeting is all about diving deeper into your goals and what brought you here. We’ll clarify anything missing from the onboarding form and make sure we fully understand your needs. If needed, our portfolio team may join to discuss investment strategies that fit your situation.
Delivery & Implementing
After we’ve reviewed all your details, we’ll meet to share your Trilogy Blueprint (it'll take no longer than 30 days). We’ll walk you through our recommendations and how to put them into action. If you’re continuing as a client, we’ll also schedule your implementation steps and future check-ins.
Accountabilty
Life gets busy—that’s where we come in. As an ongoing client, we’ll take care of your finances so you can focus on what matters most. Each year, we’ll update your plan, review taxes, and adjust strategies. Our check-ins cover income, cash flow, investments, and more to keep everything on track.
Financial Clarity Starts with a Conversation
A simple, no-pressure conversation is all it takes to start building a clearer financial future. Let’s chat about your goals, challenges, and how Trilogy Wealth can help you get there—book your free assessment today!
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.