Trimaran Advisory Group

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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.
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