Financial Advice for Canadian Millennials, Pre-Retirees, and Business Owners
Trilogy Wealth helps high-income millennials, pre-retirees, and business owners manage their finances with ease. Focus on what matters most— Meet an advisor today for a stress-free financial future.
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Trilogy Wealth works for ambitious and succcessful Canadians, like you.
Millennials
Millennials face unique challenges as they navigate career growth, debt management, and wealth building for the future. Our tailored financial program, Trilogy NextGen empowers you to balance living for today while securing the financial freedom you deserve for tomorrow.
Pre-Retirees
Preparing for retirement while managing life’s commitments can feel overwhelming. We understand that this unique transition can be stressful, so let us simplify your journey and retire confidently.
Business Owners
With over 45 years of experience ourselves, we understand that running a business takes enough energy—let us streamline your finances and create strategies to fuel your success.
Are You Stressed Because of...
Managing finances can feel overwhelming when juggling your career, family, or business. Whether you’re making big decisions or simplifying the process, we get it—and we’re here to help.
Deciding how to save and invest for big life goals.
Growing wealth while still enjoying life today.
Keeping up with finances alongside a busy career.
Understanding how I can reduce my overall tax burden
Balancing saving for kid's college and retirement.
Protecting your family's assets with the right insurance and estate plans.
Managing finances through life transitions & growing family needs.
Figuring out tax planning as my income is going up.
Separating personal and business finances.
Managing cash flow and reinvestments wisely.
Creating a plan to invest personally and in my corporation.
Maximizing deductions while staying compliant to reduce my tax bill.
We Understand You.
Your days are packed with work, family, and everything in between. Whether you’re growing your career, running a business, or planning for the future, figuring out your finances often takes a back seat.
At Trilogy Wealth, we understand what it’s like to feel pulled in every direction. That’s why we’re here—to simplify the hard stuff, answer your questions, and help you make decisions that actually work for your life. When you have a trusted partner handling the details, you can focus on what matters most.
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.
The Trilogy Wealth Blog.
Our popular blog is your go-to resource for financial insights, with dedicated sections for each of the five distinct groups we serve. We share practical strategies and expert advice tailored to your specific profession or life stage, making it easier to navigate your financial journey with confidence.
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.