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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.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 680 Montreal Road, Ottawa,on K1k 0t3,canada
- Industry
- Insurance
- Website
- trimaranfinancial.com
- HQ
- Ottawa, ON
Trimaran Advisory Group Questions
Trimaran Advisory Group's website is trimaranfinancial.com
Trimaran Advisory Group's LinkedIn profile is https://ca.linkedin.com/company/trimaran-advisory-group
Trimaran Advisory Group has
5 employees.
View email and phone details for 5
employees at Trimaran Advisory Group.
Trimaran Advisory Group's industry is
Insurance
Trimaran Advisory Group's top competitors are
St. Laurent,
Bdk Usa Inc.,
Korterra, Inc.,
Trimarán 2002 Kft.,
City Of Mankato,
Glen Group,
Moore Wrinn Financial Group,
Thin Film Technology Corporation,
City Of Northfield,
Morvy Lingerie.
Trimaran Advisory Group's categories are Insurance
Trimaran Advisory Group's founding year is 1997
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Top Trimaran Advisory Group Employees
-
-
Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P
Founder And Principal Of Trimaran Advisory Group
Ottawa, Ontario, Canada, Canada2trifina.com, trifin.com -
Samantha Duncan
Certified In Event Planning And Experienced In Administration.
Embrun, Ontario, Canada, Canada1dlstech.com
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