Company

Trimaran Advisory Group

Insurance Ottawa, Ontario, Ca 5 employees

Employees: 5
Contacts: 2
Emails: 2

trimaranfinancial.com LinkedIn

Trimaran Advisory Group Overview

Headquarters: Ottawa, Ontario, Ca
Website: trimaranfinancial.com
Industry: Insurance
Employees: 5
Founded: 1997
NAICS: Insurance Carriers and Related Activities

Agencies, Brokerages, and Other Insurance Related Activities

Keywords

Family Business Planning Single Purpose Planning Legacy & Estate Planning

About Trimaran Advisory Group

Trimaran Advisory Group is an Ottawa-based financial advisory practice built on the understanding that each family business has its own unique set of values and issues. Founded by Sandy Pollack in 1997, Trimaran Advisory Group was previously known as Trimaran Financial Ltd. After a rebrand in 2022, Trimaran Advisory Group now focuses on offering Canadian companies advisory services, family business planning, single-purpose planning, and legacy/estate planning. Our trusted team takes the time to understand your why by listening and asking the real questions around business, family and legacy in order to clearly identify your values, vision, and goals.

Trimaran Advisory Group Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage

Trimaran Advisory Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Tangagnon Medina Ouattara	Master in Technology Innovation Management		View
Sandy Pollack, Cfp, Clu, Tep, Fea, Mfa-P	Founder and Principal of Trimaran Advisory Group	Ottawa, Ontario, Canada	Email
Samantha Duncan	Certified in Event Planning and Experienced in Administration.	Embrun, Ontario, Canada	Email